GraphQL API Reference
Reads and writes for data.
API Endpoints
# Staging:
https://api.test.athennian.com/graphql
# Production:
https://api.athennian.com/graphql
Headers
# This is an example API key created in the application.
x-api-key: e41b4922-c6db-4d5f-b8dd-dfedc72f6a46+123456789
Creating an API key
Please visit our Help Center for API key setup instructions, etc.
Documents API (REST)
Download Document
Headers:
| Name | Type | Description |
|---|---|---|
|
x-api-key |
string | Your x-api-key |
Arguments:
| Name | Type | Description |
|---|---|---|
|
attachmentId |
string | id of attachment (document) |
Response:
Document itself
Upload Documents
Headers:
| Name | Type | Description |
|---|---|---|
|
x-api-key |
string | Your x-api-key |
|
Content-Type |
string | multipart/form-data |
Arguments:
| Name | Type | Description |
|---|---|---|
|
recordId |
string | id of person or entity |
|
recordType |
string | must be 'person' or 'entity' |
|
file |
File | file itself |
|
isMinuteBookUpload |
boolean | uploads the file to minute book (available only for entity) |
Important validation cases
- recordId and recordType are required.
- the id has to be valid
- the person/entity has to exist
- the api key has to have access to the person/entity
- the request body has to have at least one file
- the request body can’t have more that 20 file
- the files can’t be more that 50 MB
- the files have to have the same type as the ones allowed by MIME types
MIME types, that allowed for uploading documents:
- application/msword,
- application/vnd.openxmlformats-officedocument.wordprocessingml.document,
- application/vnd.ms-word.document.macroenabled.12,
- application/vnd.oasis.opendocument.text,
- application/octet-stream,
- application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,
- application/vnd.openxmlformats-officedocument.presentationml.presentation,
- image/png,
- image/jpeg,
- application/xml,
- application/pdf
Responses:
All documents are fine:
{
"documents": [
{
"name": "myDocument",
"createdDate": "2024-01-01T00:00:00.000Z",
"fileType": "pdf",
"attachmentId": "123abc"
}
],
"type": "OK"
}
Example, when 1 or more documents are failed:
{
"documents": [
{
"name": "myDocument",
"createdDate": "2024-01-01T00:00:00.000Z",
"fileType": "pdf",
"attachmentId": "123abc"
}
],
"errors": [
{
"err": "Error processing fields from \"myDocument-2\"",
"msg": "ERROR - Detecting PDF fields",
"status": 400
}
],
"type": "OK"
}
Example, when upload is failed:
{
"type": "ERR",
"msg": "ERROR - Document could not be uploaded",
"err": "No files provided",
"errCode": 400
}
Example, when file is too big:
{
"documents": [],
"errors": [
{
"message": "File myDocument.pdf exceeds filesize limit of 50 MB",
"status": 400
}
],
"type": "OK"
}
Queries
accessGroups
Response
Returns [AccessGroup]
Arguments
| Name | Description |
|---|---|
options - AccessGroupsOptions
|
Example
Query
query accessGroups($options: AccessGroupsOptions) {
accessGroups(options: $options) {
id
name
status
recordsCount
createdDate
createdBy
archivedDate
archivedBy
modifiedDate
recordReferences {
...AccessGroupRecordReferenceFragment
}
}
}
Variables
{"options": AccessGroupsOptions}
Response
{
"data": {
"accessGroups": [
{
"id": 4,
"name": "xyz789",
"status": "abc123",
"recordsCount": 987,
"createdDate": "abc123",
"createdBy": "xyz789",
"archivedDate": "xyz789",
"archivedBy": "abc123",
"modifiedDate": "xyz789",
"recordReferences": [AccessGroupRecordReference]
}
]
}
}
addresses
Description
A List of addresses available to the user
Response
Returns [Address]!
Arguments
| Name | Description |
|---|---|
options - AddressesOptions!
|
Example
Query
query addresses($options: AddressesOptions!) {
addresses(options: $options) {
owner {
...AddressOwnerFragment
}
containerId
id
name
locationType
customLocationType {
...CustomLocationTypeFragment
}
city
provinceState
country
postalZip
status
components {
...AddressComponentFragment
}
communications {
...AddressCommunicationFragment
}
notes
effectiveDate
endDate
}
}
Variables
{"options": AddressesOptions}
Response
{
"data": {
"addresses": [
{
"owner": AddressOwner,
"containerId": "abc123",
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"name": "xyz789",
"locationType": "BUSINESS",
"customLocationType": CustomLocationType,
"city": "xyz789",
"provinceState": "xyz789",
"country": "xyz789",
"postalZip": "abc123",
"status": "INACTIVE",
"components": [AddressComponent],
"communications": [AddressCommunication],
"notes": "xyz789",
"effectiveDate": "2007-12-03",
"endDate": "2007-12-03"
}
]
}
}
addressesCustomFields
Description
A List of custom address fields available to the type OTHER
Response
Returns [AddressCustomField]
Example
Query
query addressesCustomFields {
addressesCustomFields {
id
kind
status
name
createdDate
modifiedDate
}
}
Response
{
"data": {
"addressesCustomFields": [
{
"id": "abc123",
"kind": "xyz789",
"status": "abc123",
"name": "abc123",
"createdDate": "2007-12-03T10:15:30Z",
"modifiedDate": "2007-12-03T10:15:30Z"
}
]
}
}
affiliations
Description
A List of affiliations available to the user
Response
Returns [Affiliation]
Arguments
| Name | Description |
|---|---|
options - affiliationOptions
|
Example
Query
query affiliations($options: affiliationOptions) {
affiliations(options: $options) {
id
status
computedStatus
inactiveReason
interestDesc
startDate
endDate
title
customTitle
customTitleId
role
staticTitle
officeOther
directorOther
registrationUID
target {
...ProfileFragment
}
targetEntity {
...EntityFragment
}
participant {
...ProfileFragment
}
communications
note
addresses {
...AffiliationAddressFragment
}
registration {
...RegistrationFragment
}
}
}
Variables
{"options": affiliationOptions}
Response
{
"data": {
"affiliations": [
{
"id": 4,
"status": "xyz789",
"computedStatus": "abc123",
"inactiveReason": "xyz789",
"interestDesc": "xyz789",
"startDate": "2007-12-03",
"endDate": "2007-12-03",
"title": "abc123",
"customTitle": "xyz789",
"customTitleId": "4",
"role": "xyz789",
"staticTitle": "xyz789",
"officeOther": "xyz789",
"directorOther": "xyz789",
"registrationUID": "abc123",
"target": Profile,
"targetEntity": Entity,
"participant": Profile,
"communications": ["xyz789"],
"note": "abc123",
"addresses": [AffiliationAddress],
"registration": Registration
}
]
}
}
customDropdown
addressesCustomFields query instead of customDropdown. Response
Returns [CustomDropDownType]
Arguments
| Name | Description |
|---|---|
options - CustomDropDownOptions!
|
Example
Query
query customDropdown($options: CustomDropDownOptions!) {
customDropdown(options: $options) {
id
name
kind
createdDate
modifiedDate
}
}
Variables
{"options": CustomDropDownOptions}
Response
{
"data": {
"customDropdown": [
{
"id": "4",
"name": "abc123",
"kind": "abc123",
"createdDate": "abc123",
"modifiedDate": "xyz789"
}
]
}
}
documents
Description
A List of documents available to the user
Response
Returns [Directory]!
Arguments
| Name | Description |
|---|---|
options - DocumentOptions!
|
Example
Query
query documents($options: DocumentOptions!) {
documents(options: $options) {
... on Document {
...DocumentFragment
}
... on Folder {
...FolderFragment
}
}
}
Variables
{"options": DocumentOptions}
Response
{"data": {"documents": [Document]}}
documentsMinuteBook
Description
A List of minute book documents available to the user
Response
Returns [Directory]!
Arguments
| Name | Description |
|---|---|
options - DocumentMinuteBookOptions!
|
Example
Query
query documentsMinuteBook($options: DocumentMinuteBookOptions!) {
documentsMinuteBook(options: $options) {
... on Document {
...DocumentFragment
}
... on Folder {
...FolderFragment
}
}
}
Variables
{"options": DocumentMinuteBookOptions}
Response
{"data": {"documentsMinuteBook": [Document]}}
efile_orders
Response
Returns [EFileOrder]
Arguments
| Name | Description |
|---|---|
options - efileOptions
|
Example
Query
query efile_orders($options: efileOptions) {
efile_orders(options: $options) {
id
orderDate
clientMatterNumber
user
companyName
serviceCode
description
orderNumber
responsibleOffice
governmentFee
efileItemSubtotal
taskTags
taskDetails
}
}
Variables
{"options": efileOptions}
Response
{
"data": {
"efile_orders": [
{
"id": "4",
"orderDate": "xyz789",
"clientMatterNumber": "abc123",
"user": "xyz789",
"companyName": "abc123",
"serviceCode": "abc123",
"description": "xyz789",
"orderNumber": "xyz789",
"responsibleOffice": "xyz789",
"governmentFee": "xyz789",
"efileItemSubtotal": "abc123",
"taskTags": ["abc123"],
"taskDetails": "abc123"
}
]
}
}
entities
Description
A List of entities available to the user
Response
Returns [Entity]
Arguments
| Name | Description |
|---|---|
options - entityQueryOptions
|
Example
Query
query entities($options: entityQueryOptions) {
entities(options: $options) {
name
id
authShareCapital
bankingAuthority
bringForwardHomeMonthDay
bringForwardHomeYear
bringForwardResolutionMonthDay
bringForwardResolutionYear
bylaws {
...BylawFragment
}
bylawsNotes
cancellationDate
prevNames {
...EntityPrevNameFragment
}
cancellationMemo
certificateAuthority
createdDate
clientNumber
communications {
...EntityCommunicationFragment
}
country
county
corporateSeal
creation
currencyPrecision
customDate
customFields {
...CustomFieldFragment
}
defaultCurrency
directorCastingVote
directorPowersRestricted
directorQuorum
directorTeleVideo
directorsMax
directorsMin
documentNumber
duplicateMinutebook
electronicFiling
entityRegistrationNumber
entityType
entityTypeDescription
entityStatus
entitySubType
exchanges
fileNumber
fileJointTaxReturn
fincenID
fiscalYearEnd
fractionalShares
generalAuthority
giin
governingAct {
...GoverningActFragment
}
companyGroup {
...CompanyGroupsFragment
}
homeCountry
homeJurisdiction
homeLastFiled
inPersonMeetings
includeAccount
incorporationDate
instructions {
...InstructionFragment
}
customEntitySubtype {
...CustomEntitySubtypeFragment
}
language
legalEntityIdentifier
localMinutebook
matterNumber
memberCorp
naicsCode
natureOfBusiness
nextAGM
notes {
...NoteFragment
}
otherProvisions
ownershipType
parentWaivedAuditor
partnershipCancellationDate
partnershipDoNotRenew
partnershipExpiryDate
partnershipNoExpiryDate
partnershipRegistrationDate
preemptiveIssuance
preemptiveTransfer
preferredContact
professional
professionalCorporationType
professionType
professionOther
profileNotes
proRataRedemption
public
region
reportingIssuer
responsibilities
restrictions
resolutionsLastFiled
shareRestrictionsText
shareholderAgreement
shareholderAgreementDate
shareholderAgreementUnanimous
shareholderChairCastVote
shareholderQuorum
sharesPrecision
signAnnualReturn
status
stockCorp
subsidiary
tags
taxCountry
taxRegion
taxStatus
taxStructure
taxID
transferRestrictionsText
transfersDirectorApproval
uniqueId
uniqueIdName
votingTrust
waivedAuditor
waivedAGM
waivedFinancials
registrations {
...RegistrationFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"options": entityQueryOptions}
Response
{
"data": {
"entities": [
{
"name": "abc123",
"id": 4,
"authShareCapital": "abc123",
"bankingAuthority": "xyz789",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [Bylaw],
"bylawsNotes": "xyz789",
"cancellationDate": "2007-12-03",
"prevNames": [EntityPrevName],
"cancellationMemo": "xyz789",
"certificateAuthority": "xyz789",
"createdDate": "2007-12-03",
"clientNumber": "abc123",
"communications": [EntityCommunication],
"country": "xyz789",
"county": "abc123",
"corporateSeal": false,
"creation": "abc123",
"currencyPrecision": 123,
"customDate": "2007-12-03",
"customFields": [CustomField],
"defaultCurrency": "abc123",
"directorCastingVote": false,
"directorPowersRestricted": false,
"directorQuorum": "xyz789",
"directorTeleVideo": true,
"directorsMax": 123,
"directorsMin": 987,
"documentNumber": "abc123",
"duplicateMinutebook": true,
"electronicFiling": true,
"entityRegistrationNumber": "abc123",
"entityType": "xyz789",
"entityTypeDescription": "xyz789",
"entityStatus": "xyz789",
"entitySubType": "abc123",
"exchanges": ["abc123"],
"fileNumber": "abc123",
"fileJointTaxReturn": false,
"fincenID": "abc123",
"fiscalYearEnd": MonthDay,
"fractionalShares": false,
"generalAuthority": "abc123",
"giin": "abc123",
"governingAct": [GoverningAct],
"companyGroup": [CompanyGroups],
"homeCountry": "xyz789",
"homeJurisdiction": "xyz789",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": "xyz789",
"includeAccount": "xyz789",
"incorporationDate": "2007-12-03",
"instructions": [Instruction],
"customEntitySubtype": CustomEntitySubtype,
"language": "xyz789",
"legalEntityIdentifier": "abc123",
"localMinutebook": false,
"matterNumber": "xyz789",
"memberCorp": "abc123",
"naicsCode": "abc123",
"natureOfBusiness": "abc123",
"nextAGM": "2007-12-03",
"notes": [Note],
"otherProvisions": "abc123",
"ownershipType": "xyz789",
"parentWaivedAuditor": false,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": true,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": false,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": false,
"preemptiveTransfer": false,
"preferredContact": "xyz789",
"professional": false,
"professionalCorporationType": "xyz789",
"professionType": "abc123",
"professionOther": "abc123",
"profileNotes": "abc123",
"proRataRedemption": "xyz789",
"public": false,
"region": "abc123",
"reportingIssuer": false,
"responsibilities": "xyz789",
"restrictions": "xyz789",
"resolutionsLastFiled": "2007-12-03",
"shareRestrictionsText": "abc123",
"shareholderAgreement": true,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": false,
"shareholderChairCastVote": true,
"shareholderQuorum": "xyz789",
"sharesPrecision": "abc123",
"signAnnualReturn": false,
"status": "abc123",
"stockCorp": "abc123",
"subsidiary": true,
"tags": ["xyz789"],
"taxCountry": "xyz789",
"taxRegion": "xyz789",
"taxStatus": "xyz789",
"taxStructure": "xyz789",
"taxID": "xyz789",
"transferRestrictionsText": "xyz789",
"transfersDirectorApproval": false,
"uniqueId": "abc123",
"uniqueIdName": "xyz789",
"votingTrust": true,
"waivedAuditor": false,
"waivedAGM": false,
"waivedFinancials": true,
"registrations": [Registration],
"affiliations": [Affiliation]
}
]
}
}
exclusionGroups
Response
Returns [ExclusionGroup]
Arguments
| Name | Description |
|---|---|
options - ExclusionGroupsOptions
|
Example
Query
query exclusionGroups($options: ExclusionGroupsOptions) {
exclusionGroups(options: $options) {
id
name
status
recordCount
createdDate
createdBy {
...UserFragment
}
archivedDate
archivedBy {
...UserFragment
}
}
}
Variables
{"options": ExclusionGroupsOptions}
Response
{
"data": {
"exclusionGroups": [
{
"id": "4",
"name": "xyz789",
"status": "ACTIVE",
"recordCount": 123,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User
}
]
}
}
loanTransactions
Description
List of loan transactions available to the user
Response
Returns a LoanTransactionsQueryResult!
Arguments
| Name | Description |
|---|---|
options - LoanTransactionsQueryOptions!
|
Example
Query
query loanTransactions($options: LoanTransactionsQueryOptions!) {
loanTransactions(options: $options) {
totalCount
items {
...LoanDrawDetailsFragment
}
}
}
Variables
{"options": LoanTransactionsQueryOptions}
Response
{
"data": {
"loanTransactions": {
"totalCount": 987,
"items": [LoanDrawDetails]
}
}
}
loans
Description
List of loans available to the user and their total count
Response
Returns a LoansQueryResult!
Arguments
| Name | Description |
|---|---|
options - LoansQueryOptions!
|
Example
Query
query loans($options: LoansQueryOptions!) {
loans(options: $options) {
totalCount
items {
...LoanFragment
}
}
}
Variables
{"options": LoansQueryOptions}
Response
{"data": {"loans": {"totalCount": 123, "items": [Loan]}}}
people
Description
List of people available to the user and their total count
Response
Returns a PeopleQueryResult!
Arguments
| Name | Description |
|---|---|
options - PeopleQueryOptions!
|
Example
Query
query people($options: PeopleQueryOptions!) {
people(options: $options) {
totalCount
items {
...PersonFragment
}
}
}
Variables
{"options": PeopleQueryOptions}
Response
{
"data": {
"people": {"totalCount": 987, "items": [Person]}
}
}
registrations
Description
Gets a list of registrations available to the user
Response
Returns [Registration]
Arguments
| Name | Description |
|---|---|
options - RegistrationOptions
|
Example
Query
query registrations($options: RegistrationOptions) {
registrations(options: $options) {
id
entityId
uid
type
typeOther
status
registrationDate
registrationExpiry
endDate
registrationLastFiledDate
name
bringForwardDate
homeJurisdiction
jurisdictionRegion
jurisdictionCountry
jurisdictionCounty
country
region
registrationNumber
registryId
fileNumber
applicationNumber
ownershipPercentage
clientNumber
matterNumber
instructions
responsibleOffices
notes
entity {
...EntityFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"options": RegistrationOptions}
Response
{
"data": {
"registrations": [
{
"id": "4",
"entityId": "4",
"uid": 4,
"type": "xyz789",
"typeOther": "xyz789",
"status": "abc123",
"registrationDate": "xyz789",
"registrationExpiry": "abc123",
"endDate": "abc123",
"registrationLastFiledDate": "2007-12-03",
"name": "xyz789",
"bringForwardDate": "abc123",
"homeJurisdiction": "abc123",
"jurisdictionRegion": "xyz789",
"jurisdictionCountry": "xyz789",
"jurisdictionCounty": "xyz789",
"country": "abc123",
"region": "abc123",
"registrationNumber": "abc123",
"registryId": "abc123",
"fileNumber": "abc123",
"applicationNumber": "abc123",
"ownershipPercentage": 123.45,
"clientNumber": "abc123",
"matterNumber": "abc123",
"instructions": ["xyz789"],
"responsibleOffices": ["abc123"],
"notes": "abc123",
"entity": Entity,
"affiliations": [Affiliation]
}
]
}
}
tasks
Description
A list of tasks available to the user
Response
Returns [Task]
Arguments
| Name | Description |
|---|---|
options - TasksQueryOptions
|
Example
Query
query tasks($options: TasksQueryOptions) {
tasks(options: $options) {
id
name
type
status
dueDate
assignee {
...UserFragment
}
issuer {
...UserFragment
}
priority
details
tags
entity {
...EntityFragment
}
}
}
Variables
{"options": TasksQueryOptions}
Response
{
"data": {
"tasks": [
{
"id": "4",
"name": "abc123",
"type": "GENERAL",
"status": "NEW",
"dueDate": "2007-12-03T10:15:30Z",
"assignee": User,
"issuer": User,
"priority": "NONE",
"details": "xyz789",
"tags": ["abc123"],
"entity": Entity
}
]
}
}
transactions
Description
List of transactions available to the user
Response
Returns a TransactionsQueryResult!
Arguments
| Name | Description |
|---|---|
options - TransactionsQueryOptions!
|
Example
Query
query transactions($options: TransactionsQueryOptions!) {
transactions(options: $options) {
totalCount
items {
...TransactionFragment
}
}
}
Variables
{"options": TransactionsQueryOptions}
Response
{
"data": {
"transactions": {
"totalCount": 987,
"items": [Transaction]
}
}
}
userGroups
Description
A List of user groups available to the user
Response
Returns [UserGroup]
Arguments
| Name | Description |
|---|---|
options - UserGroupsQueryOptions
|
Example
Query
query userGroups($options: UserGroupsQueryOptions) {
userGroups(options: $options) {
id
name
memberCount
createdDate
createdBy {
...UserFragment
}
archivedDate
archivedBy {
...UserFragment
}
}
}
Variables
{"options": UserGroupsQueryOptions}
Response
{
"data": {
"userGroups": [
{
"id": "4",
"name": "abc123",
"memberCount": 987,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User
}
]
}
}
users
Description
A List of users available to the user
Response
Returns [User]
Arguments
| Name | Description |
|---|---|
options - UserQueryOptions
|
Example
Query
query users($options: UserQueryOptions) {
users(options: $options) {
id
username
systemRoleName
hasPiiAccess
hasAiAccess
createdDate
createdBy {
...UserFragment
}
firstName
lastName
archivedDate
archivedBy {
...UserFragment
}
companyName
companyType
companyPhone
notificationEmail
employeeNumber
department
lastLogin
userGroupMemberships {
...UserGroupMembershipFragment
}
accessGroupMemberships {
...AccessGroupMembershipFragment
}
}
}
Variables
{"options": UserQueryOptions}
Response
{
"data": {
"users": [
{
"id": 4,
"username": "abc123",
"systemRoleName": "abc123",
"hasPiiAccess": true,
"hasAiAccess": true,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"firstName": "xyz789",
"lastName": "xyz789",
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User,
"companyName": "abc123",
"companyType": "abc123",
"companyPhone": "xyz789",
"notificationEmail": "xyz789",
"employeeNumber": "xyz789",
"department": "xyz789",
"lastLogin": "2007-12-03T10:15:30Z",
"userGroupMemberships": [UserGroupMembership],
"accessGroupMemberships": [AccessGroupMembership]
}
]
}
}
Mutations
cancelLoan
Description
Cancel a loan. This mutation terminates the loan and cancels all outstanding draws.
Response
Returns a CancelLoanResponse!
Arguments
| Name | Description |
|---|---|
options - CancelLoanOptions!
|
Example
Query
mutation cancelLoan($options: CancelLoanOptions!) {
cancelLoan(options: $options) {
id
}
}
Variables
{"options": CancelLoanOptions}
Response
{"data": {"cancelLoan": {"id": 4}}}
combineAddresses
Description
Combine addresses
Response
Returns a CombineAddressesResponse!
Arguments
| Name | Description |
|---|---|
options - CombineAddressesOptions!
|
Example
Query
mutation combineAddresses($options: CombineAddressesOptions!) {
combineAddresses(options: $options) {
survivingAddressId
}
}
Variables
{"options": CombineAddressesOptions}
Response
{
"data": {
"combineAddresses": {
"survivingAddressId": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
}
}
}
combineEntities
Description
Combine entities
Response
Returns a CombineEntitiesResponse!
Arguments
| Name | Description |
|---|---|
input - CombineEntitiesOptions!
|
Example
Query
mutation combineEntities($input: CombineEntitiesOptions!) {
combineEntities(input: $input) {
survivingEntityId
}
}
Variables
{"input": CombineEntitiesOptions}
Response
{
"data": {
"combineEntities": {
"survivingEntityId": "4"
}
}
}
combinePeople
Description
Combine people
Response
Returns a CombinePeopleResponse!
Arguments
| Name | Description |
|---|---|
options - CombinePeopleOptions!
|
Example
Query
mutation combinePeople($options: CombinePeopleOptions!) {
combinePeople(options: $options) {
survivingPersonId
}
}
Variables
{"options": CombinePeopleOptions}
Response
{
"data": {
"combinePeople": {
"survivingPersonId": "4"
}
}
}
createAddress
Description
Create address
Response
Returns a CreateAddressResponse
Arguments
| Name | Description |
|---|---|
options - CreateAddressOptions!
|
Example
Query
mutation createAddress($options: CreateAddressOptions!) {
createAddress(options: $options) {
id
name
}
}
Variables
{"options": CreateAddressOptions}
Response
{
"data": {
"createAddress": {
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"name": "abc123"
}
}
}
createAddressCustomField
Description
Create address custom field
Response
Returns a CreateAddressCustomFieldResponse
Arguments
| Name | Description |
|---|---|
options - CreateAddressCustomFieldOptions!
|
Example
Query
mutation createAddressCustomField($options: CreateAddressCustomFieldOptions!) {
createAddressCustomField(options: $options) {
id
name
}
}
Variables
{"options": CreateAddressCustomFieldOptions}
Response
{
"data": {
"createAddressCustomField": {
"id": "xyz789",
"name": "abc123"
}
}
}
createAffiliation
Description
Create affiliation
Response
Returns a CreateAffiliationResponse
Arguments
| Name | Description |
|---|---|
options - CreateAffiliationOptions!
|
Example
Query
mutation createAffiliation($options: CreateAffiliationOptions!) {
createAffiliation(options: $options) {
id
name
}
}
Variables
{"options": CreateAffiliationOptions}
Response
{
"data": {
"createAffiliation": {
"id": "4",
"name": "abc123"
}
}
}
createEntity
Description
A mutation that creates an entity
Response
Returns an Entity
Arguments
| Name | Description |
|---|---|
input - EntityInput!
|
Example
Query
mutation createEntity($input: EntityInput!) {
createEntity(input: $input) {
name
id
authShareCapital
bankingAuthority
bringForwardHomeMonthDay
bringForwardHomeYear
bringForwardResolutionMonthDay
bringForwardResolutionYear
bylaws {
...BylawFragment
}
bylawsNotes
cancellationDate
prevNames {
...EntityPrevNameFragment
}
cancellationMemo
certificateAuthority
createdDate
clientNumber
communications {
...EntityCommunicationFragment
}
country
county
corporateSeal
creation
currencyPrecision
customDate
customFields {
...CustomFieldFragment
}
defaultCurrency
directorCastingVote
directorPowersRestricted
directorQuorum
directorTeleVideo
directorsMax
directorsMin
documentNumber
duplicateMinutebook
electronicFiling
entityRegistrationNumber
entityType
entityTypeDescription
entityStatus
entitySubType
exchanges
fileNumber
fileJointTaxReturn
fincenID
fiscalYearEnd
fractionalShares
generalAuthority
giin
governingAct {
...GoverningActFragment
}
companyGroup {
...CompanyGroupsFragment
}
homeCountry
homeJurisdiction
homeLastFiled
inPersonMeetings
includeAccount
incorporationDate
instructions {
...InstructionFragment
}
customEntitySubtype {
...CustomEntitySubtypeFragment
}
language
legalEntityIdentifier
localMinutebook
matterNumber
memberCorp
naicsCode
natureOfBusiness
nextAGM
notes {
...NoteFragment
}
otherProvisions
ownershipType
parentWaivedAuditor
partnershipCancellationDate
partnershipDoNotRenew
partnershipExpiryDate
partnershipNoExpiryDate
partnershipRegistrationDate
preemptiveIssuance
preemptiveTransfer
preferredContact
professional
professionalCorporationType
professionType
professionOther
profileNotes
proRataRedemption
public
region
reportingIssuer
responsibilities
restrictions
resolutionsLastFiled
shareRestrictionsText
shareholderAgreement
shareholderAgreementDate
shareholderAgreementUnanimous
shareholderChairCastVote
shareholderQuorum
sharesPrecision
signAnnualReturn
status
stockCorp
subsidiary
tags
taxCountry
taxRegion
taxStatus
taxStructure
taxID
transferRestrictionsText
transfersDirectorApproval
uniqueId
uniqueIdName
votingTrust
waivedAuditor
waivedAGM
waivedFinancials
registrations {
...RegistrationFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"input": EntityInput}
Response
{
"data": {
"createEntity": {
"name": "xyz789",
"id": 4,
"authShareCapital": "xyz789",
"bankingAuthority": "xyz789",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [Bylaw],
"bylawsNotes": "abc123",
"cancellationDate": "2007-12-03",
"prevNames": [EntityPrevName],
"cancellationMemo": "abc123",
"certificateAuthority": "abc123",
"createdDate": "2007-12-03",
"clientNumber": "abc123",
"communications": [EntityCommunication],
"country": "abc123",
"county": "abc123",
"corporateSeal": false,
"creation": "abc123",
"currencyPrecision": 123,
"customDate": "2007-12-03",
"customFields": [CustomField],
"defaultCurrency": "abc123",
"directorCastingVote": false,
"directorPowersRestricted": true,
"directorQuorum": "abc123",
"directorTeleVideo": false,
"directorsMax": 123,
"directorsMin": 987,
"documentNumber": "xyz789",
"duplicateMinutebook": true,
"electronicFiling": true,
"entityRegistrationNumber": "abc123",
"entityType": "abc123",
"entityTypeDescription": "abc123",
"entityStatus": "xyz789",
"entitySubType": "abc123",
"exchanges": ["abc123"],
"fileNumber": "xyz789",
"fileJointTaxReturn": false,
"fincenID": "abc123",
"fiscalYearEnd": MonthDay,
"fractionalShares": false,
"generalAuthority": "xyz789",
"giin": "abc123",
"governingAct": [GoverningAct],
"companyGroup": [CompanyGroups],
"homeCountry": "xyz789",
"homeJurisdiction": "abc123",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": "xyz789",
"includeAccount": "abc123",
"incorporationDate": "2007-12-03",
"instructions": [Instruction],
"customEntitySubtype": CustomEntitySubtype,
"language": "abc123",
"legalEntityIdentifier": "xyz789",
"localMinutebook": false,
"matterNumber": "xyz789",
"memberCorp": "abc123",
"naicsCode": "abc123",
"natureOfBusiness": "xyz789",
"nextAGM": "2007-12-03",
"notes": [Note],
"otherProvisions": "abc123",
"ownershipType": "xyz789",
"parentWaivedAuditor": false,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": true,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": false,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": false,
"preemptiveTransfer": false,
"preferredContact": "abc123",
"professional": false,
"professionalCorporationType": "xyz789",
"professionType": "abc123",
"professionOther": "abc123",
"profileNotes": "xyz789",
"proRataRedemption": "abc123",
"public": false,
"region": "xyz789",
"reportingIssuer": true,
"responsibilities": "abc123",
"restrictions": "abc123",
"resolutionsLastFiled": "2007-12-03",
"shareRestrictionsText": "abc123",
"shareholderAgreement": true,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": true,
"shareholderChairCastVote": true,
"shareholderQuorum": "abc123",
"sharesPrecision": "abc123",
"signAnnualReturn": false,
"status": "xyz789",
"stockCorp": "xyz789",
"subsidiary": false,
"tags": ["xyz789"],
"taxCountry": "abc123",
"taxRegion": "abc123",
"taxStatus": "xyz789",
"taxStructure": "abc123",
"taxID": "xyz789",
"transferRestrictionsText": "abc123",
"transfersDirectorApproval": false,
"uniqueId": "abc123",
"uniqueIdName": "abc123",
"votingTrust": false,
"waivedAuditor": false,
"waivedAGM": true,
"waivedFinancials": false,
"registrations": [Registration],
"affiliations": [Affiliation]
}
}
}
createIssuanceTransaction
Description
Create an issuance transaction
Response
Returns a CreateIssuanceTransactionResponse!
Arguments
| Name | Description |
|---|---|
options - CreateIssuanceTransactionOptions!
|
Example
Query
mutation createIssuanceTransaction($options: CreateIssuanceTransactionOptions!) {
createIssuanceTransaction(options: $options) {
id
}
}
Variables
{"options": CreateIssuanceTransactionOptions}
Response
{
"data": {
"createIssuanceTransaction": {"id": "4"}
}
}
createLoan
Description
Create a new loan
Response
Returns a CreateLoanResponse!
Arguments
| Name | Description |
|---|---|
options - CreateLoanOptions!
|
Example
Query
mutation createLoan($options: CreateLoanOptions!) {
createLoan(options: $options) {
id
name
}
}
Variables
{"options": CreateLoanOptions}
Response
{
"data": {
"createLoan": {
"id": "4",
"name": "xyz789"
}
}
}
createLoanDrawTransaction
Description
Create a loan draw transaction
Response
Returns a CreateLoanDrawTransactionResponse!
Arguments
| Name | Description |
|---|---|
options - CreateLoanDrawTransactionOptions!
|
Example
Query
mutation createLoanDrawTransaction($options: CreateLoanDrawTransactionOptions!) {
createLoanDrawTransaction(options: $options) {
id
}
}
Variables
{"options": CreateLoanDrawTransactionOptions}
Response
{"data": {"createLoanDrawTransaction": {"id": 4}}}
createPerson
Description
Create a person
Response
Returns a CreatePersonResponse
Arguments
| Name | Description |
|---|---|
options - CreatePersonOptions!
|
Example
Query
mutation createPerson($options: CreatePersonOptions!) {
createPerson(options: $options) {
id
name
}
}
Variables
{"options": CreatePersonOptions}
Response
{
"data": {
"createPerson": {
"id": "4",
"name": "xyz789"
}
}
}
createRegistration
Response
Returns a Registration
Arguments
| Name | Description |
|---|---|
input - CreateRegistrationFields!
|
Example
Query
mutation createRegistration($input: CreateRegistrationFields!) {
createRegistration(input: $input) {
id
entityId
uid
type
typeOther
status
registrationDate
registrationExpiry
endDate
registrationLastFiledDate
name
bringForwardDate
homeJurisdiction
jurisdictionRegion
jurisdictionCountry
jurisdictionCounty
country
region
registrationNumber
registryId
fileNumber
applicationNumber
ownershipPercentage
clientNumber
matterNumber
instructions
responsibleOffices
notes
entity {
...EntityFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"input": CreateRegistrationFields}
Response
{
"data": {
"createRegistration": {
"id": 4,
"entityId": "4",
"uid": "4",
"type": "xyz789",
"typeOther": "abc123",
"status": "xyz789",
"registrationDate": "abc123",
"registrationExpiry": "abc123",
"endDate": "abc123",
"registrationLastFiledDate": "2007-12-03",
"name": "xyz789",
"bringForwardDate": "xyz789",
"homeJurisdiction": "abc123",
"jurisdictionRegion": "xyz789",
"jurisdictionCountry": "xyz789",
"jurisdictionCounty": "xyz789",
"country": "abc123",
"region": "abc123",
"registrationNumber": "abc123",
"registryId": "abc123",
"fileNumber": "abc123",
"applicationNumber": "abc123",
"ownershipPercentage": 987.65,
"clientNumber": "xyz789",
"matterNumber": "abc123",
"instructions": ["xyz789"],
"responsibleOffices": ["abc123"],
"notes": "abc123",
"entity": Entity,
"affiliations": [Affiliation]
}
}
}
createRepayment
Description
Create a repayment transaction
Response
Returns a CreateRepaymentResponse!
Arguments
| Name | Description |
|---|---|
options - CreateRepaymentOptions!
|
Example
Query
mutation createRepayment($options: CreateRepaymentOptions!) {
createRepayment(options: $options) {
transactionId
loanId
drawId
}
}
Variables
{"options": CreateRepaymentOptions}
Response
{
"data": {
"createRepayment": {
"transactionId": 4,
"loanId": "4",
"drawId": "4"
}
}
}
deleteAddress
Description
Delete address
Response
Returns a DeleteAddressResponse
Arguments
| Name | Description |
|---|---|
options - DeleteAddressOptions!
|
Example
Query
mutation deleteAddress($options: DeleteAddressOptions!) {
deleteAddress(options: $options) {
id
}
}
Variables
{"options": DeleteAddressOptions}
Response
{
"data": {
"deleteAddress": {
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
}
}
}
deleteAddressCustomField
Description
Soft delete address custom field (change status to Archived)
Response
Returns a DeleteAddressCustomFieldResponse
Arguments
| Name | Description |
|---|---|
options - DeleteAddressCustomFieldOptions!
|
Example
Query
mutation deleteAddressCustomField($options: DeleteAddressCustomFieldOptions!) {
deleteAddressCustomField(options: $options) {
id
name
status
}
}
Variables
{"options": DeleteAddressCustomFieldOptions}
Response
{
"data": {
"deleteAddressCustomField": {
"id": "xyz789",
"name": "xyz789",
"status": "xyz789"
}
}
}
deleteAffiliation
Description
Delete affiliation
Response
Returns a DeletedAffiliationResponse
Arguments
| Name | Description |
|---|---|
options - DeleteAffiliationOptions!
|
Example
Query
mutation deleteAffiliation($options: DeleteAffiliationOptions!) {
deleteAffiliation(options: $options) {
id
}
}
Variables
{"options": DeleteAffiliationOptions}
Response
{
"data": {
"deleteAffiliation": {"id": "abc123"}
}
}
deleteRegistrationV3
Response
Returns a RegistrationDeleteV3Response!
Arguments
| Name | Description |
|---|---|
input - RegistrationDeleteV3Api!
|
Example
Query
mutation deleteRegistrationV3($input: RegistrationDeleteV3Api!) {
deleteRegistrationV3(input: $input) {
id
}
}
Variables
{"input": RegistrationDeleteV3Api}
Response
{
"data": {
"deleteRegistrationV3": {"id": "xyz789"}
}
}
forgiveLoan
Description
Forgive a loan. This mutation writes off the loan debt and cancels all outstanding draws.
Response
Returns a ForgiveLoanResponse!
Arguments
| Name | Description |
|---|---|
options - ForgiveLoanOptions!
|
Example
Query
mutation forgiveLoan($options: ForgiveLoanOptions!) {
forgiveLoan(options: $options) {
id
}
}
Variables
{"options": ForgiveLoanOptions}
Response
{"data": {"forgiveLoan": {"id": 4}}}
manageLoanCap
Description
Manage the cap for a loan. This mutation updates the loan cap amount. The system will automatically fetch current loan details and borrower information based on the provided loanId.
Response
Returns a ManageLoanCapResponse!
Arguments
| Name | Description |
|---|---|
options - ManageLoanCapOptions!
|
Example
Query
mutation manageLoanCap($options: ManageLoanCapOptions!) {
manageLoanCap(options: $options) {
id
}
}
Variables
{"options": ManageLoanCapOptions}
Response
{"data": {"manageLoanCap": {"id": "4"}}}
updateAddress
Description
Update address
Response
Returns an UpdateAddressResponse
Arguments
| Name | Description |
|---|---|
options - UpdateAddressOptions!
|
Example
Query
mutation updateAddress($options: UpdateAddressOptions!) {
updateAddress(options: $options) {
id
name
}
}
Variables
{"options": UpdateAddressOptions}
Response
{
"data": {
"updateAddress": {
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"name": "abc123"
}
}
}
updateAddressCustomField
Description
Update address custom field
Response
Returns an UpdateAddressCustomFieldResponse
Arguments
| Name | Description |
|---|---|
options - UpdateAddressCustomFieldOptions!
|
Example
Query
mutation updateAddressCustomField($options: UpdateAddressCustomFieldOptions!) {
updateAddressCustomField(options: $options) {
id
name
}
}
Variables
{"options": UpdateAddressCustomFieldOptions}
Response
{
"data": {
"updateAddressCustomField": {
"id": "xyz789",
"name": "abc123"
}
}
}
updateAffiliation
Description
Update affiliation
Response
Returns an Affiliation
Arguments
| Name | Description |
|---|---|
options - UpdateAffiliationOptions!
|
Example
Query
mutation updateAffiliation($options: UpdateAffiliationOptions!) {
updateAffiliation(options: $options) {
id
status
computedStatus
inactiveReason
interestDesc
startDate
endDate
title
customTitle
customTitleId
role
staticTitle
officeOther
directorOther
registrationUID
target {
...ProfileFragment
}
targetEntity {
...EntityFragment
}
participant {
...ProfileFragment
}
communications
note
addresses {
...AffiliationAddressFragment
}
registration {
...RegistrationFragment
}
}
}
Variables
{"options": UpdateAffiliationOptions}
Response
{
"data": {
"updateAffiliation": {
"id": "4",
"status": "xyz789",
"computedStatus": "xyz789",
"inactiveReason": "abc123",
"interestDesc": "abc123",
"startDate": "2007-12-03",
"endDate": "2007-12-03",
"title": "xyz789",
"customTitle": "xyz789",
"customTitleId": "4",
"role": "abc123",
"staticTitle": "abc123",
"officeOther": "xyz789",
"directorOther": "xyz789",
"registrationUID": "xyz789",
"target": Profile,
"targetEntity": Entity,
"participant": Profile,
"communications": ["xyz789"],
"note": "xyz789",
"addresses": [AffiliationAddress],
"registration": Registration
}
}
}
updateDocument
Description
Update a document
Response
Returns an UpdatedDocument!
Arguments
| Name | Description |
|---|---|
options - UpdateDocumentOptions!
|
Example
Query
mutation updateDocument($options: UpdateDocumentOptions!) {
updateDocument(options: $options) {
contractId
modifiedDate
}
}
Variables
{"options": UpdateDocumentOptions}
Response
{
"data": {
"updateDocument": {
"contractId": 4,
"modifiedDate": "2007-12-03T10:15:30Z"
}
}
}
updateEntity
Response
Returns [Entity]
Arguments
| Name | Description |
|---|---|
input - EntityUpdateFields!
|
Example
Query
mutation updateEntity($input: EntityUpdateFields!) {
updateEntity(input: $input) {
name
id
authShareCapital
bankingAuthority
bringForwardHomeMonthDay
bringForwardHomeYear
bringForwardResolutionMonthDay
bringForwardResolutionYear
bylaws {
...BylawFragment
}
bylawsNotes
cancellationDate
prevNames {
...EntityPrevNameFragment
}
cancellationMemo
certificateAuthority
createdDate
clientNumber
communications {
...EntityCommunicationFragment
}
country
county
corporateSeal
creation
currencyPrecision
customDate
customFields {
...CustomFieldFragment
}
defaultCurrency
directorCastingVote
directorPowersRestricted
directorQuorum
directorTeleVideo
directorsMax
directorsMin
documentNumber
duplicateMinutebook
electronicFiling
entityRegistrationNumber
entityType
entityTypeDescription
entityStatus
entitySubType
exchanges
fileNumber
fileJointTaxReturn
fincenID
fiscalYearEnd
fractionalShares
generalAuthority
giin
governingAct {
...GoverningActFragment
}
companyGroup {
...CompanyGroupsFragment
}
homeCountry
homeJurisdiction
homeLastFiled
inPersonMeetings
includeAccount
incorporationDate
instructions {
...InstructionFragment
}
customEntitySubtype {
...CustomEntitySubtypeFragment
}
language
legalEntityIdentifier
localMinutebook
matterNumber
memberCorp
naicsCode
natureOfBusiness
nextAGM
notes {
...NoteFragment
}
otherProvisions
ownershipType
parentWaivedAuditor
partnershipCancellationDate
partnershipDoNotRenew
partnershipExpiryDate
partnershipNoExpiryDate
partnershipRegistrationDate
preemptiveIssuance
preemptiveTransfer
preferredContact
professional
professionalCorporationType
professionType
professionOther
profileNotes
proRataRedemption
public
region
reportingIssuer
responsibilities
restrictions
resolutionsLastFiled
shareRestrictionsText
shareholderAgreement
shareholderAgreementDate
shareholderAgreementUnanimous
shareholderChairCastVote
shareholderQuorum
sharesPrecision
signAnnualReturn
status
stockCorp
subsidiary
tags
taxCountry
taxRegion
taxStatus
taxStructure
taxID
transferRestrictionsText
transfersDirectorApproval
uniqueId
uniqueIdName
votingTrust
waivedAuditor
waivedAGM
waivedFinancials
registrations {
...RegistrationFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"input": EntityUpdateFields}
Response
{
"data": {
"updateEntity": [
{
"name": "abc123",
"id": "4",
"authShareCapital": "abc123",
"bankingAuthority": "xyz789",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [Bylaw],
"bylawsNotes": "xyz789",
"cancellationDate": "2007-12-03",
"prevNames": [EntityPrevName],
"cancellationMemo": "xyz789",
"certificateAuthority": "abc123",
"createdDate": "2007-12-03",
"clientNumber": "xyz789",
"communications": [EntityCommunication],
"country": "xyz789",
"county": "abc123",
"corporateSeal": true,
"creation": "xyz789",
"currencyPrecision": 987,
"customDate": "2007-12-03",
"customFields": [CustomField],
"defaultCurrency": "abc123",
"directorCastingVote": true,
"directorPowersRestricted": true,
"directorQuorum": "xyz789",
"directorTeleVideo": false,
"directorsMax": 987,
"directorsMin": 987,
"documentNumber": "xyz789",
"duplicateMinutebook": false,
"electronicFiling": false,
"entityRegistrationNumber": "abc123",
"entityType": "xyz789",
"entityTypeDescription": "abc123",
"entityStatus": "xyz789",
"entitySubType": "abc123",
"exchanges": ["xyz789"],
"fileNumber": "xyz789",
"fileJointTaxReturn": true,
"fincenID": "xyz789",
"fiscalYearEnd": MonthDay,
"fractionalShares": false,
"generalAuthority": "abc123",
"giin": "xyz789",
"governingAct": [GoverningAct],
"companyGroup": [CompanyGroups],
"homeCountry": "abc123",
"homeJurisdiction": "xyz789",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": "xyz789",
"includeAccount": "abc123",
"incorporationDate": "2007-12-03",
"instructions": [Instruction],
"customEntitySubtype": CustomEntitySubtype,
"language": "xyz789",
"legalEntityIdentifier": "abc123",
"localMinutebook": false,
"matterNumber": "xyz789",
"memberCorp": "xyz789",
"naicsCode": "xyz789",
"natureOfBusiness": "xyz789",
"nextAGM": "2007-12-03",
"notes": [Note],
"otherProvisions": "xyz789",
"ownershipType": "xyz789",
"parentWaivedAuditor": true,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": false,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": false,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": true,
"preemptiveTransfer": true,
"preferredContact": "abc123",
"professional": false,
"professionalCorporationType": "xyz789",
"professionType": "xyz789",
"professionOther": "xyz789",
"profileNotes": "xyz789",
"proRataRedemption": "abc123",
"public": false,
"region": "xyz789",
"reportingIssuer": false,
"responsibilities": "xyz789",
"restrictions": "xyz789",
"resolutionsLastFiled": "2007-12-03",
"shareRestrictionsText": "abc123",
"shareholderAgreement": true,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": false,
"shareholderChairCastVote": true,
"shareholderQuorum": "abc123",
"sharesPrecision": "xyz789",
"signAnnualReturn": false,
"status": "xyz789",
"stockCorp": "xyz789",
"subsidiary": false,
"tags": ["xyz789"],
"taxCountry": "abc123",
"taxRegion": "abc123",
"taxStatus": "abc123",
"taxStructure": "xyz789",
"taxID": "abc123",
"transferRestrictionsText": "xyz789",
"transfersDirectorApproval": false,
"uniqueId": "abc123",
"uniqueIdName": "xyz789",
"votingTrust": false,
"waivedAuditor": false,
"waivedAGM": false,
"waivedFinancials": false,
"registrations": [Registration],
"affiliations": [Affiliation]
}
]
}
}
updateEntityName
Description
A mutation that change an entity name global
Response
Returns an UpdatedEntityName
Arguments
| Name | Description |
|---|---|
input - EntityNameUpdateFields!
|
Example
Query
mutation updateEntityName($input: EntityNameUpdateFields!) {
updateEntityName(input: $input) {
id
}
}
Variables
{"input": EntityNameUpdateFields}
Response
{
"data": {
"updateEntityName": {"id": "xyz789"}
}
}
updateIssuanceTransaction
Description
Update an issuance transaction
Response
Returns an UpdateIssuanceTransactionResponse!
Arguments
| Name | Description |
|---|---|
options - UpdateIssuanceTransactionOptions!
|
Example
Query
mutation updateIssuanceTransaction($options: UpdateIssuanceTransactionOptions!) {
updateIssuanceTransaction(options: $options) {
id
}
}
Variables
{"options": UpdateIssuanceTransactionOptions}
Response
{"data": {"updateIssuanceTransaction": {"id": 4}}}
updatePerson
Description
Update a person
Response
Returns an UpdatePersonResponse
Arguments
| Name | Description |
|---|---|
options - UpdatePersonOptions!
|
Example
Query
mutation updatePerson($options: UpdatePersonOptions!) {
updatePerson(options: $options) {
id
}
}
Variables
{"options": UpdatePersonOptions}
Response
{"data": {"updatePerson": {"id": "4"}}}
updatePersonName
Description
Update a person's name
Response
Returns an UpdatePersonNameResponse
Arguments
| Name | Description |
|---|---|
options - UpdatePersonNameOptions!
|
Example
Query
mutation updatePersonName($options: UpdatePersonNameOptions!) {
updatePersonName(options: $options) {
id
}
}
Variables
{"options": UpdatePersonNameOptions}
Response
{"data": {"updatePersonName": {"id": 4}}}
updateRegistration
Response
Returns a Registration
Arguments
| Name | Description |
|---|---|
input - RegistrationFields!
|
Example
Query
mutation updateRegistration($input: RegistrationFields!) {
updateRegistration(input: $input) {
id
entityId
uid
type
typeOther
status
registrationDate
registrationExpiry
endDate
registrationLastFiledDate
name
bringForwardDate
homeJurisdiction
jurisdictionRegion
jurisdictionCountry
jurisdictionCounty
country
region
registrationNumber
registryId
fileNumber
applicationNumber
ownershipPercentage
clientNumber
matterNumber
instructions
responsibleOffices
notes
entity {
...EntityFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"input": RegistrationFields}
Response
{
"data": {
"updateRegistration": {
"id": "4",
"entityId": 4,
"uid": 4,
"type": "xyz789",
"typeOther": "xyz789",
"status": "abc123",
"registrationDate": "xyz789",
"registrationExpiry": "xyz789",
"endDate": "abc123",
"registrationLastFiledDate": "2007-12-03",
"name": "abc123",
"bringForwardDate": "abc123",
"homeJurisdiction": "xyz789",
"jurisdictionRegion": "abc123",
"jurisdictionCountry": "abc123",
"jurisdictionCounty": "xyz789",
"country": "abc123",
"region": "abc123",
"registrationNumber": "abc123",
"registryId": "xyz789",
"fileNumber": "abc123",
"applicationNumber": "abc123",
"ownershipPercentage": 123.45,
"clientNumber": "xyz789",
"matterNumber": "xyz789",
"instructions": ["xyz789"],
"responsibleOffices": ["abc123"],
"notes": "abc123",
"entity": Entity,
"affiliations": [Affiliation]
}
}
}
updateRegistrationV3
Response
Returns a Registration!
Arguments
| Name | Description |
|---|---|
input - RegistrationUpdateV3Api!
|
Example
Query
mutation updateRegistrationV3($input: RegistrationUpdateV3Api!) {
updateRegistrationV3(input: $input) {
id
entityId
uid
type
typeOther
status
registrationDate
registrationExpiry
endDate
registrationLastFiledDate
name
bringForwardDate
homeJurisdiction
jurisdictionRegion
jurisdictionCountry
jurisdictionCounty
country
region
registrationNumber
registryId
fileNumber
applicationNumber
ownershipPercentage
clientNumber
matterNumber
instructions
responsibleOffices
notes
entity {
...EntityFragment
}
affiliations {
...AffiliationFragment
}
}
}
Variables
{"input": RegistrationUpdateV3Api}
Response
{
"data": {
"updateRegistrationV3": {
"id": 4,
"entityId": 4,
"uid": 4,
"type": "xyz789",
"typeOther": "xyz789",
"status": "xyz789",
"registrationDate": "abc123",
"registrationExpiry": "xyz789",
"endDate": "abc123",
"registrationLastFiledDate": "2007-12-03",
"name": "xyz789",
"bringForwardDate": "xyz789",
"homeJurisdiction": "abc123",
"jurisdictionRegion": "xyz789",
"jurisdictionCountry": "abc123",
"jurisdictionCounty": "abc123",
"country": "abc123",
"region": "xyz789",
"registrationNumber": "abc123",
"registryId": "xyz789",
"fileNumber": "xyz789",
"applicationNumber": "abc123",
"ownershipPercentage": 987.65,
"clientNumber": "xyz789",
"matterNumber": "xyz789",
"instructions": ["abc123"],
"responsibleOffices": ["xyz789"],
"notes": "xyz789",
"entity": Entity,
"affiliations": [Affiliation]
}
}
}
Types
AccessGroup
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique identifier for the Access Group. |
name - String
|
The designated name of the Access Group. |
status - String
|
Current status of the Access Group (active/inactive). |
recordsCount - Int
|
The total number of records that are currently active in the Access Group. |
createdDate - String
|
Timestamp of when the Access Group was initially created. |
createdBy - String
|
Name of who the Access Group was created by. |
archivedDate - String
|
Date when the Access Group was archived, if applicable. |
archivedBy - String
|
Name of who the Access Group was archived by, if applicable. |
modifiedDate - String
|
Timestamp of when the Access Group was last modified - matches creation date if never. |
recordReferences - [AccessGroupRecordReference!]
|
References to records assigned to this Access Group. |
Arguments
|
|
Example
{
"id": "4",
"name": "abc123",
"status": "xyz789",
"recordsCount": 123,
"createdDate": "abc123",
"createdBy": "xyz789",
"archivedDate": "xyz789",
"archivedBy": "abc123",
"modifiedDate": "abc123",
"recordReferences": [AccessGroupRecordReference]
}
AccessGroupMembership
Description
An access group membership (for nested queries in User type)
Fields
| Field Name | Description |
|---|---|
accessGroup - AccessGroup
|
The access group this membership belongs to |
status - GroupStatus
|
Status of the membership (ACTIVE, INACTIVE) |
role - String
|
Role of the user in the access group |
dateAdded - DateTime
|
Date when the user was added to the access group |
addedBy - User
|
User who added this user to the access group |
accessExpiry - DateTime
|
Date when access expires |
dateRemoved - DateTime
|
Date when the user was removed from the access group |
removedBy - User
|
User who removed this user from the access group |
Example
{
"accessGroup": AccessGroup,
"status": "ACTIVE",
"role": "abc123",
"dateAdded": "2007-12-03T10:15:30Z",
"addedBy": User,
"accessExpiry": "2007-12-03T10:15:30Z",
"dateRemoved": "2007-12-03T10:15:30Z",
"removedBy": User
}
AccessGroupMembershipsQueryOptions
Description
Options for querying access group memberships (for nested queries)
Fields
| Input Field | Description |
|---|---|
limit - Int
|
Number of memberships to return |
skip - Int
|
Number of memberships to skip |
status - [GroupStatus]
|
Filter by membership status (ACTIVE, INACTIVE) |
dateAdded - DateRange
|
Date range for when the user was added to the access group |
dateRemoved - DateRange
|
Date range for when the user was removed from the access group |
Example
{
"limit": 987,
"skip": 123,
"status": ["ACTIVE"],
"dateAdded": DateRange,
"dateRemoved": DateRange
}
AccessGroupRecord
AccessGroupRecordReference
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique identifier for the Access Group Record Reference. |
collection - RecordCollection!
|
The collection to which the record belongs. |
recordId - ID!
|
Unique identifier for the record. |
name - String!
|
The display name of the record. |
isActive - Boolean!
|
Whether the assignment of the record to this Access Group is currently active. |
dateAdded - DateTime!
|
Timestamp of when the assignment of the record to this Access Group was initially created. |
dateRemoved - DateTime
|
Timestamp of when the assignment of the record to this Access Group was removed, if applicable. |
addedBy - User!
|
User who added the assignment of the record to this Access Group. |
removedBy - User
|
User who removed the assignment of the record to this Access Group, if applicable. |
record - AccessGroupRecord!
|
Full record details referenced by this assignment. |
Example
{
"id": 4,
"collection": "ENTITY",
"recordId": "4",
"name": "xyz789",
"isActive": false,
"dateAdded": "2007-12-03T10:15:30Z",
"dateRemoved": "2007-12-03T10:15:30Z",
"addedBy": User,
"removedBy": User,
"record": Entity
}
AccessGroupRecordsOptions
Description
Options for querying records within an Access Group
Fields
| Input Field | Description |
|---|---|
limit - Int
|
Number of records to return |
skip - Int
|
Number of records to skip |
collection - [RecordCollection!]
|
Filter by record collection type (ENTITY, PERSON, or both if not specified) |
recordStatus - [RecordStatus!]
|
Filter by record status. Defaults to [ACTIVE] if not specified. |
Example
{
"limit": 123,
"skip": 987,
"collection": ["ENTITY"],
"recordStatus": ["ACTIVE"]
}
AccessGroupsOptions
Fields
| Input Field | Description |
|---|---|
id - String
|
The ID of the specific Access Group to fetch (other filters will be applied to validate the record) |
name - String
|
The designated name of the Access Group. |
limit - Int
|
Number of access groups to return |
skip - Int
|
Number of access groups to skip |
status - [GroupStatus]
|
Filter by status (ACTIVE, INACTIVE) |
createdDate - DateRange
|
Date range for when the access group was created |
archivedDate - DateRange
|
Date range for when the access group was archived |
Example
{
"id": "abc123",
"name": "abc123",
"limit": 987,
"skip": 123,
"status": ["ACTIVE"],
"createdDate": DateRange,
"archivedDate": DateRange
}
Address
Description
Information regarding an address
Fields
| Field Name | Description |
|---|---|
owner - AddressOwner
|
Owner of the address |
containerId - String
|
Id of the container address |
id - UUID!
|
Id of the address |
name - String!
|
Name of the address |
locationType - AddressLocationType!
|
Location/address type |
customLocationType - CustomLocationType
|
Custom location/address type. This field will be returned if address location type is OTHER, in other types it returned as null |
city - String
|
City of the address |
provinceState - String
|
Province or state of the address |
country - String
|
Country of the address |
postalZip - String
|
Postal/zip of the address |
status - AddressStatus
|
Status of the address |
components - [AddressComponent]!
|
Array of address street values (street, street no, apartment no, etc...) |
communications - [AddressCommunication]!
|
Communications relevant to the address |
notes - String
|
Address notes |
effectiveDate - Date
|
Address effective date |
endDate - Date
|
Address end date |
Example
{
"owner": AddressOwner,
"containerId": "xyz789",
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"name": "abc123",
"locationType": "BUSINESS",
"customLocationType": CustomLocationType,
"city": "abc123",
"provinceState": "abc123",
"country": "abc123",
"postalZip": "xyz789",
"status": "INACTIVE",
"components": [AddressComponent],
"communications": [AddressCommunication],
"notes": "xyz789",
"effectiveDate": "2007-12-03",
"endDate": "2007-12-03"
}
AddressCommunication
Description
Email and phone values that are associated with the particular item
Fields
| Field Name | Description |
|---|---|
label - AddressCommunicationLabel!
|
Type of the communication (email, phone, etc..) |
labelOther - String
|
Custom label if label chosen as 'Other' |
value - String!
|
Value of the communication |
description - String
|
Description of the communication |
Example
{
"label": "CELL_PHONE",
"labelOther": "xyz789",
"value": "abc123",
"description": "xyz789"
}
AddressCommunicationLabel
Values
| Enum Value | Description |
|---|---|
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Example
"CELL_PHONE"
AddressComponent
Description
Address components, made up of different categories of address fields (street, street no, apartment no, etc....)
Fields
| Field Name | Description |
|---|---|
name - AddressComponentName!
|
Street address name (street, street no, etc...) |
value - String!
|
Street address value |
Example
{"name": "ATTENTION", "value": "xyz789"}
AddressComponentName
Values
| Enum Value | Description |
|---|---|
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Example
"ATTENTION"
AddressCustomField
Description
A current custom address field
Fields
| Field Name | Description |
|---|---|
id - String
|
Unique record ID |
kind - String
|
Response name for type of custom address field |
status - String
|
Status of custom address field |
name - String
|
Value/name of custom address field |
createdDate - DateTime
|
Created date/time of custom address field |
modifiedDate - DateTime
|
Modified date/time of custom address field |
Example
{
"id": "xyz789",
"kind": "abc123",
"status": "xyz789",
"name": "abc123",
"createdDate": "2007-12-03T10:15:30Z",
"modifiedDate": "2007-12-03T10:15:30Z"
}
AddressLocationType
Values
| Enum Value | Description |
|---|---|
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Example
"BUSINESS"
AddressOwner
Fields
| Field Name | Description |
|---|---|
id - ID
|
Unique owner ID |
type - RecordTypes
|
Type owner ENTITY || PERSON |
Example
{"id": "4", "type": "PERSON"}
AddressSortDirection
Values
| Enum Value | Description |
|---|---|
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Example
"ASC"
AddressSortField
Values
| Enum Value | Description |
|---|---|
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Example
"STATUS"
AddressStatus
Values
| Enum Value | Description |
|---|---|
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Example
"INACTIVE"
AddressesOptions
Description
Search terms that can be used to filter addresses
Fields
| Input Field | Description |
|---|---|
recordIds - [ID!]!
|
Unique record IDs |
recordType - RecordTypes!
|
Record type |
ids - [UUID]
|
Unique UIDs of the addresses |
search - String
|
Search input for finding by name/type/address fields |
statuses - [AddressStatus]
|
Statuses of the address |
sortDirection - [AddressSortDirection]
|
Sort direction of the addresses (asc or desc) |
sortActive - [AddressSortField]
|
Sort field of the addresses direction |
Example
{
"recordIds": [4],
"recordType": "PERSON",
"ids": [
"e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
],
"search": "abc123",
"statuses": ["INACTIVE"],
"sortDirection": ["ASC"],
"sortActive": ["STATUS"]
}
Affiliation
Description
Information regarding an affiliation
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique ID of the affiliation |
status - String
|
Status of the affiliation |
computedStatus - String
|
computedStatus of the affiliation. Takes the status of the target and participant into consideration. |
inactiveReason - String
|
Reason why principal was inactivated |
interestDesc - String
|
Interest description of the affiliation |
startDate - Date
|
Start date of the affiliation in YYYY-MM-DD format |
endDate - Date
|
End date of the affiliation in YYYY-MM-DD format |
title - String
|
Title of the affiliation. Will use a custom title if one is specified. Otherwise uses the same value as 'staticTitle' field. |
customTitle - String
|
Custom title of the affiliation if it exist. |
customTitleId - ID
|
ID of a custom title of the affiliation if it exist. |
role - String
|
Role of the affiliation (Refers to 'Type' on the frontend UI) |
staticTitle - String
|
Static title of the affiliation (Refers to 'Role' on the frontend UI) |
officeOther - String
|
Secondary / Other officer title |
directorOther - String
|
Secondary / Other director title |
registrationUID - String
|
UID of the corresponding registration |
target - Profile
|
Profile information for the target of the affiliation |
targetEntity - Entity
|
Entity record of the target |
participant - Profile
|
Profile information for the participant of the affiliation |
communications - [String]
|
Phone numbers and email addresses Use target.communications or participant.communications instead.
|
note - String
|
Note of the affiliation |
addresses - [AffiliationAddress]
|
Addresses associated with the affiliation |
registration - Registration
|
Corresponding registration |
Example
{
"id": "4",
"status": "xyz789",
"computedStatus": "abc123",
"inactiveReason": "abc123",
"interestDesc": "xyz789",
"startDate": "2007-12-03",
"endDate": "2007-12-03",
"title": "xyz789",
"customTitle": "abc123",
"customTitleId": 4,
"role": "xyz789",
"staticTitle": "abc123",
"officeOther": "xyz789",
"directorOther": "abc123",
"registrationUID": "abc123",
"target": Profile,
"targetEntity": Entity,
"participant": Profile,
"communications": ["abc123"],
"note": "abc123",
"addresses": [AffiliationAddress],
"registration": Registration
}
AffiliationAddress
Description
Information regarding an address
Fields
| Field Name | Description |
|---|---|
components - [Component]
|
Array of address street values (street, street no, apartment no, etc...) |
city - String
|
City of the address |
provinceState - String
|
Province or state of the address |
country - String
|
Country of the address |
postalZip - String
|
Postal / zip of the address |
status - String
|
Status of the address |
locationType - String
|
Location/address type |
uid - UUID
|
UID of the address |
name - String
|
Name of the address |
communications - [Communication]
|
Communications relevant to the address |
Example
{
"components": [Component],
"city": "abc123",
"provinceState": "xyz789",
"country": "xyz789",
"postalZip": "xyz789",
"status": "abc123",
"locationType": "abc123",
"uid": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"name": "xyz789",
"communications": [Communication]
}
AffiliationAddressOption
Description
Information regarding addresses
Fields
| Input Field | Description |
|---|---|
sharedAddressesAffiliationId - String
|
Affiliation ID with 'Shared address' role to provide parent organization address |
participantAddresses - ParticipantAddresses
|
Information regarding participant addresses |
Example
{
"sharedAddressesAffiliationId": "abc123",
"participantAddresses": ParticipantAddresses
}
AffiliationInactiveReason
Values
| Enum Value | Description |
|---|---|
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Example
"REMOVED"
AffiliationRegistrationOption
AffiliationRoleName
Values
| Enum Value | Description |
|---|---|
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Example
"SHARED_ADDRESS"
AffiliationSortDirection
Values
| Enum Value | Description |
|---|---|
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Example
"ASC"
AffiliationSortField
Values
| Enum Value | Description |
|---|---|
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Example
"TARGET_NAME"
AffiliationStaticTitle
Values
| Enum Value | Description |
|---|---|
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Example
"REGISTERED_OFFICE"
Alias
Example
{
"name": "xyz789",
"firstName": "abc123",
"lastName": "xyz789",
"middleName": "xyz789"
}
Boolean
Description
The Boolean scalar type represents true or false.
Bylaw
BylawInput
CREATION_TYPES
Values
| Enum Value | Description |
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Example
"AMALGAMATED_OR_MERGED"
CUSTOM_DROPDOWN_ENUM
Values
| Enum Value | Description |
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Example
"ADDRESS_OTHER"
CancelLoanOptions
CancelLoanResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
ID of the loan that was cancelled |
Example
{"id": 4}
CapitalStructureKind
Values
| Enum Value | Description |
|---|---|
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Example
"CASH"
CombineAddressesOptions
Description
Combine addresses params
Example
{
"retiringAddressesIds": [
"e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
],
"survivingAddressId": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"containerId": 4
}
CombineAddressesResponse
Fields
| Field Name | Description |
|---|---|
survivingAddressId - UUID!
|
Surviving address' id |
Example
{
"survivingAddressId": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
}
CombineEntitiesOptions
Description
Combine entities params
Example
{
"retiringEntityId": 4,
"survivingEntityId": "4",
"accessGroupsIds": [4]
}
CombineEntitiesResponse
Fields
| Field Name | Description |
|---|---|
survivingEntityId - ID!
|
Surviving entity's id |
Example
{"survivingEntityId": 4}
CombinePeopleOptions
Description
Combine people params
Example
{
"retiringPersonId": "4",
"survivingPersonId": "4",
"accessGroupsIds": ["4"]
}
CombinePeopleResponse
Fields
| Field Name | Description |
|---|---|
survivingPersonId - ID!
|
Surviving person's id |
Example
{"survivingPersonId": 4}
Communication
CompanyGroups
Component
Description
Address components, made up of different categories of address fields (street, street no, apartment no, etc....)
Example
{
"value": "xyz789",
"name": "abc123"
}
CreateAddressCommunication
Description
Email and phone values that are associated with the particular item
Fields
| Input Field | Description |
|---|---|
label - AddressCommunicationLabel!
|
Type of the communication (email, phone, etc..) |
labelOther - String
|
Custom label if label chosen as 'Other' |
value - String!
|
Value of the communication |
description - String
|
Description of the communication |
Example
{
"label": "CELL_PHONE",
"labelOther": "xyz789",
"value": "xyz789",
"description": "xyz789"
}
CreateAddressComponent
Description
Address components, made up of different categories of address fields (street, street no, apartment no, etc....)
Fields
| Input Field | Description |
|---|---|
name - AddressComponentName!
|
Street address name (street, street no, etc...) |
value - String!
|
Street address value |
Example
{"name": "ATTENTION", "value": "xyz789"}
CreateAddressCustomFieldOptions
Fields
| Input Field | Description |
|---|---|
name - String!
|
Name of custom address field |
Example
{"name": "abc123"}
CreateAddressCustomFieldResponse
CreateAddressOptions
Description
Create address params
Fields
| Input Field | Description |
|---|---|
containerId - ID
|
Id of the address container the address will be appended to. Required if neither personId nor entityId is provided |
personId - ID
|
Id of the person the address will be created for. Required if neither containerId nor entityId is provided |
entityId - ID
|
Id of the entity the address will be created for. Required if neither containerId nor personId is provided |
locationType - AddressLocationType!
|
Location/address type |
customLocationTypeId - String
|
Custom location/address type ID |
status - AddressStatus
|
Status of the address |
country - String
|
Country of the address |
provinceState - String
|
Province or state of the address |
city - String
|
City of the address |
postalZip - String
|
Postal / zip of the address |
components - [CreateAddressComponent]
|
Array of address street values (street, street no, apartment no, etc...) |
communications - [CreateAddressCommunication]
|
Communications relevant to the address |
notes - String
|
Address notes |
effectiveDate - Date
|
Address effective date |
endDate - Date
|
Address end date |
Example
{
"containerId": 4,
"personId": "4",
"entityId": 4,
"locationType": "BUSINESS",
"customLocationTypeId": "xyz789",
"status": "INACTIVE",
"country": "xyz789",
"provinceState": "xyz789",
"city": "abc123",
"postalZip": "abc123",
"components": [CreateAddressComponent],
"communications": [CreateAddressCommunication],
"notes": "abc123",
"effectiveDate": "2007-12-03",
"endDate": "2007-12-03"
}
CreateAddressResponse
CreateAffiliationOptions
Description
Create affiliation params
Fields
| Input Field | Description |
|---|---|
targetID - ID!
|
Id of a target member of the affiliation. Act as parent in the relationship, can not be a person. |
participantID - ID!
|
Id of a participant member of the affiliation |
role - AffiliationRoleName!
|
Role of the affiliation (Refers to 'Type' on the frontend UI) |
staticTitle - AffiliationStaticTitle
|
Static title of the affiliation (Refers to 'Role' on the frontend UI) |
customTitleId - ID
|
ID of a custom title of the affiliation if it exist. If 'staticTitle' = Other, required field. If != Other, not allowed |
note - String
|
Note of the affiliation |
inactiveReason - AffiliationInactiveReason
|
Reason why principal was inactivated. Should be filled the 'endDate' field |
interestDesc - String
|
Interest description of the affiliation. Optional text field for 'Ultimate Beneficial Owners' |
startDate - Date
|
Start date of the affiliation in format "YYYY-MM-DD" |
endDate - Date
|
End date of the affiliation in format "YYYY-MM-DD" |
addresses - AffiliationAddressOption
|
Address ids associated with the affiliation |
registration - AffiliationRegistrationOption
|
UID of the corresponding registration. Null if registration is home jurisdiction |
Example
{
"targetID": 4,
"participantID": "4",
"role": "SHARED_ADDRESS",
"staticTitle": "REGISTERED_OFFICE",
"customTitleId": 4,
"note": "xyz789",
"inactiveReason": "REMOVED",
"interestDesc": "xyz789",
"startDate": "2007-12-03",
"endDate": "2007-12-03",
"addresses": AffiliationAddressOption,
"registration": AffiliationRegistrationOption
}
CreateAffiliationResponse
CreateIssuanceTransactionCertificate
Fields
| Input Field | Description |
|---|---|
uncertificated - Boolean
|
Indicates if shares are uncertificated. Defaults to false if not provided |
lienEncumbrance - Boolean
|
Indicates lien encumbrance. Defaults to false if not provided |
certificateLegend - String
|
Certificate's legend |
note - String
|
Certificate's note |
certificateCode - String
|
Transaction's certificate code. Will be retrieved from shareclass if not provided. Can't be provided if "uncertificated" is true |
certificateNumber - Float
|
Transaction's certificate number. Next available number will be retrieved from shareclass if not provided. Can't be provided if "uncertificated" is true |
certificateIndex - Int
|
Transaction's certificate index. Next available index will be retrieved from shareclass if not provided |
Example
{
"uncertificated": true,
"lienEncumbrance": false,
"certificateLegend": "xyz789",
"note": "xyz789",
"certificateCode": "xyz789",
"certificateNumber": 987.65,
"certificateIndex": 987
}
CreateIssuanceTransactionOptions
Fields
| Input Field | Description |
|---|---|
shareclassId - ID!
|
Shareclass' id the transaction will be associated with |
shareholdingId - ID!
|
Shareholding' id the transaction will be associated with |
numShares - Float!
|
Transaction's number of shares |
transactionType - TransactionIssuanceType
|
Transaction's type. Defaults to "Issuance" if not provided |
status - TransactionStatus
|
Transaction's status. Defaults to "pending" if not provided |
transactionDate - Date
|
Transaction's date. Defaults to blank date (empty string) if not provided |
resolutionDate - Date
|
Transaction's resolution date. Defaults to transactionDate if not provided |
pricePerShare - Float
|
Transaction's price per share. Provide if totalConsideration is not specified, otherwise will be calculated based on totalConsideration |
totalConsideration - Float
|
Transaction's total consideration. Provide if pricePerShare is not specified, otherwise will be calculated based on pricePerShare |
currencyCode - String!
|
Transaction's currency code |
otherConsideration - String
|
Transaction's other consideration |
useOnRegister - String
|
|
useOnRegisterFrom - String
|
|
useOnRegisterTo - String
|
|
certificates - [CreateIssuanceTransactionCertificate]
|
Transaction's certificates. Currently, only one certificate can be provided |
Example
{
"shareclassId": "4",
"shareholdingId": "4",
"numShares": 987.65,
"transactionType": "ISSUANCE",
"status": "CONFIRMED",
"transactionDate": "2007-12-03",
"resolutionDate": "2007-12-03",
"pricePerShare": 987.65,
"totalConsideration": 987.65,
"currencyCode": "abc123",
"otherConsideration": "xyz789",
"useOnRegister": "abc123",
"useOnRegisterFrom": "abc123",
"useOnRegisterTo": "abc123",
"certificates": [CreateIssuanceTransactionCertificate]
}
CreateIssuanceTransactionResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Id of the created transaction |
Example
{"id": 4}
CreateLoanDrawTransactionOptions
Fields
| Input Field | Description |
|---|---|
loanId - ID!
|
Loan id the transaction will be associated with |
drawNumber - Int!
|
Draw number for the transaction |
drawAmount - Float!
|
Amount of the loan draw |
effectiveDate - Date!
|
Effective date of the transaction (format: YYYY-MM-DD) |
notes - String
|
Notes for the transaction |
Example
{
"loanId": 4,
"drawNumber": 987,
"drawAmount": 123.45,
"effectiveDate": "2007-12-03",
"notes": "xyz789"
}
CreateLoanDrawTransactionResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Id of the created transaction |
Example
{"id": "4"}
CreateLoanOptions
Fields
| Input Field | Description |
|---|---|
name - String!
|
Name of the loan |
type - LoanType!
|
Type of loan (Standalone, Facilities) |
cap - Float!
|
Maximum amount that can be borrowed |
currency - String!
|
Currency code for the loan (e.g., USD, CAD) |
rate - Float!
|
Base interest rate for the loan |
signingDate - String!
|
Date when the loan agreement was signed (ISO format) |
startDate - String!
|
Date when the loan begins (ISO format) |
durationYears - Int
|
Duration years |
durationMonths - Int
|
Duration months |
durationDays - Int
|
Duration days |
notes - String
|
Notes about the loan |
documentsNotes - String
|
Notes about the loan documents |
borrowerID - ID!
|
ID of the borrower |
lenderID - ID!
|
ID of the lender |
loanAmount - Float!
|
Amount being borrowed |
interestRate - Float!
|
Effective interest rate applied to this specific borrower |
Example
{
"name": "abc123",
"type": "STANDALONE",
"cap": 123.45,
"currency": "abc123",
"rate": 987.65,
"signingDate": "abc123",
"startDate": "xyz789",
"durationYears": 987,
"durationMonths": 123,
"durationDays": 987,
"notes": "abc123",
"documentsNotes": "xyz789",
"borrowerID": "4",
"lenderID": 4,
"loanAmount": 987.65,
"interestRate": 987.65
}
CreateLoanResponse
CreatePersonCommunication
Fields
| Input Field | Description |
|---|---|
description - String
|
Person's communication description |
label - PersonCommunicationLabel!
|
Person's communication label |
labelOther - String
|
Custom label if label chosen as 'Other' |
ranking - UpdatePersonCommunicationRanking
|
Person's communication ranking |
value - String!
|
Person's communication value |
Example
{
"description": "abc123",
"label": "BUSINESS_EMAIL",
"labelOther": "xyz789",
"ranking": UpdatePersonCommunicationRanking,
"value": "xyz789"
}
CreatePersonOptions
Description
Create person params
Fields
| Input Field | Description |
|---|---|
accessGroupsIds - [ID!]!
|
Person's accessGroupsIds |
profile - CreatePersonProfile!
|
Person's profile input params |
status - PersonStatus
|
Person's status enum |
communications - [CreatePersonCommunication]
|
Person's communications |
customFields - [CustomFieldInput!]
|
Values for custom fields on the person. Each dynafielddefID can appear at most once on each person. |
Example
{
"accessGroupsIds": [4],
"profile": CreatePersonProfile,
"status": "CONFIRMED",
"communications": [CreatePersonCommunication],
"customFields": [CustomFieldInput]
}
CreatePersonProfile
Fields
| Input Field | Description |
|---|---|
aliases - [CreatePersonProfileAlias]
|
Person's aliases |
initials - String
|
Person's initials |
firstName - String!
|
Person's first name |
middleName - String
|
Person's middle name |
lastName - String!
|
Person's last name |
notes - String
|
Person's notes |
gender - PersonProfileGender
|
Person's gender |
dateOfBirth - Date
|
Person's date of birth in YYYY-MM-DD format |
designation - String
|
Person's designation |
directorNumber - String
|
Person's director number |
driversLicense - String
|
Person's drivers license |
driversLicenseExpiryDate - Date
|
Person's drivers license expiry date in YYYY-MM-DD format |
fincenId - String
|
Person's fincen id |
greeting - String
|
Person's greeting |
occupation - String
|
Person's occupation |
passportExpiryDate - Date
|
Person's passport expiry date in YYYY-MM-DD format |
passportNumber - String
|
Person's passport number |
ssn - String
|
Person's ssn |
tags - [String]
|
Person's tags |
taxCountry - String
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field. Required if taxRegion is specified |
taxRegion - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction. |
title - PersonTitle
|
Person's title |
personStatus - PersonProfilePersonStatus
|
Person's profile status |
Example
{
"aliases": [CreatePersonProfileAlias],
"initials": "xyz789",
"firstName": "abc123",
"middleName": "xyz789",
"lastName": "abc123",
"notes": "xyz789",
"gender": "FEMALE",
"dateOfBirth": "2007-12-03",
"designation": "xyz789",
"directorNumber": "abc123",
"driversLicense": "xyz789",
"driversLicenseExpiryDate": "2007-12-03",
"fincenId": "abc123",
"greeting": "abc123",
"occupation": "xyz789",
"passportExpiryDate": "2007-12-03",
"passportNumber": "xyz789",
"ssn": "xyz789",
"tags": ["xyz789"],
"taxCountry": "xyz789",
"taxRegion": "xyz789",
"title": "MISTER",
"personStatus": "ACTIVE"
}
CreatePersonProfileAlias
CreatePersonResponse
CreateRegistrationFields
Fields
| Input Field | Description |
|---|---|
entityId - ID!
|
Unique ID of the entity that is associated with the registration |
type - CreateType!
|
Type of registration |
typeOther - ID
|
For Type "Other" of registration, store the free form type here |
name - String
|
Name of the registration |
assumedName - Boolean
|
Does the registration use assumed name |
hasOperationAddress - Boolean
|
Does the registration have an operation addres |
jurisdictionCounty - String
|
County of the registration. Only apply when country is US |
country - String!
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field |
region - String!
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field |
bringForwardDate - String
|
Corresponds to the bringForwardDate field in the response, should be YYYY-MM-DD format. The exception would be for Home Registrations which can be YYYY-MM-DD or MM-DD formats |
registrationExpiry - String
|
Corresponds to the registrationExpiry field in the response, should be YYYY-MM-DD format |
registrationLastFiledDate - Date
|
Corresponds to the registrationLastFiledDate field in the response, should be YYYY-MM-DD format |
matterNumber - String
|
A string that filters based on the registration's matter number |
registrationNumber - String
|
A string that represents the registration number |
registryId - String
|
A string that represents the registry id |
fileNumber - String
|
A string that represents the file number |
applicationNumber - String
|
A string that represents the application number |
ownershipPercentage - String
|
A string that represents the ownership percentage, only applicable on Property/Land registrations |
clientNumber - String
|
A string that represents the client number |
instructionIDs - [ID]
|
An array of IDs that represents the instructions for the registration |
responsibleOfficeID - ID
|
An ID that represents the responsible office for the registration |
notes - String
|
Notes for the registration |
status - StatusType
|
Status of the registration |
registrationDate - String
|
Registration date of the registration, should be YYYY-MM-DD format |
endDate - String
|
End date of the registration, should be YYYY-MM-DD format |
Example
{
"entityId": 4,
"type": "FOREIGN_QUALIFICATION",
"typeOther": 4,
"name": "abc123",
"assumedName": false,
"hasOperationAddress": false,
"jurisdictionCounty": "xyz789",
"country": "abc123",
"region": "abc123",
"bringForwardDate": "abc123",
"registrationExpiry": "abc123",
"registrationLastFiledDate": "2007-12-03",
"matterNumber": "abc123",
"registrationNumber": "xyz789",
"registryId": "abc123",
"fileNumber": "abc123",
"applicationNumber": "xyz789",
"ownershipPercentage": "abc123",
"clientNumber": "abc123",
"instructionIDs": ["4"],
"responsibleOfficeID": 4,
"notes": "xyz789",
"status": "PENDING",
"registrationDate": "xyz789",
"endDate": "abc123"
}
CreateRepaymentOptions
Example
{
"loanId": "4",
"drawNumber": 987,
"amount": 987.65,
"effectiveDate": "2007-12-03",
"notes": "abc123"
}
CreateRepaymentResponse
CreateType
Values
| Enum Value | Description |
|---|---|
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Example
"FOREIGN_QUALIFICATION"
CustomDropDownOptions
Fields
| Input Field | Description |
|---|---|
kind - CUSTOM_DROPDOWN_ENUM!
|
Unique identifier for the custom dropdown (dropdown kind). |
Example
{"kind": "ADDRESS_OTHER"}
CustomDropDownType
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique identifier for the custom dropdown. |
name - String
|
The designated name of the props. |
kind - String
|
The designated kind of the props. |
createdDate - String
|
Timestamp of when the prop was initially created. |
modifiedDate - String
|
Timestamp of when the prop was last modified - matches creation date if never. |
Example
{
"id": 4,
"name": "xyz789",
"kind": "xyz789",
"createdDate": "xyz789",
"modifiedDate": "xyz789"
}
CustomEntitySubtype
CustomField
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Id of the custom field |
dynafielddefID - ID!
|
definition of the custom field |
values - [CustomFieldValue]
|
values of the custom field |
label - String
|
label of the custom field |
kind - String
|
kind of the custom field |
required - Boolean
|
whether the custom field is required |
tooltip - String
|
tooltip of the custom field |
Example
{
"id": "4",
"dynafielddefID": 4,
"values": [CustomFieldValueRegularItem],
"label": "xyz789",
"kind": "abc123",
"required": false,
"tooltip": "abc123"
}
CustomFieldInput
Example
{
"dynafielddefID": "4",
"id": 4,
"values": ["xyz789"]
}
CustomFieldValue
Types
| Union Types |
|---|
Example
CustomFieldValueRegularItem
CustomFieldValueListItem
CustomFieldValueRegularItem
Fields
| Field Name | Description |
|---|---|
value - String
|
value of the custom field |
Example
{"value": "abc123"}
CustomLocationType
DEFAULT_CURRENCY
Values
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|---|---|
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Example
"CAD"
DIRECTOR_QUORUM
Values
| Enum Value | Description |
|---|---|
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Example
"ALL"
Date
Example
"2007-12-03"
DateRange
Description
Date range parameters. Both sides of the range ane inclusive If only a lower bound is provided, the upper range is unbound and vice versa Dates should be in the YYYY-MM-DD format.
Example
{
"after": "2007-12-03",
"before": "2007-12-03"
}
DateTime
Example
"2007-12-03T10:15:30Z"
DeleteAddressCustomFieldOptions
Fields
| Input Field | Description |
|---|---|
id - String!
|
Unique address custom field ID |
Example
{"id": "abc123"}
DeleteAddressCustomFieldResponse
DeleteAddressOptions
DeleteAddressResponse
Description
Information regarding updated address
Fields
| Field Name | Description |
|---|---|
id - UUID!
|
Id of the updated address |
Example
{
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
}
DeleteAffiliationOptions
Description
Delete affiliation params
Fields
| Input Field | Description |
|---|---|
affiliationId - ID!
|
ID of the affiliation |
Example
{"affiliationId": "4"}
DeletedAffiliationResponse
Description
Information regarding deleted affiliation
Fields
| Field Name | Description |
|---|---|
id - String!
|
ID of the affiliation |
Example
{"id": "abc123"}
Directory
Document
Fields
| Field Name | Description |
|---|---|
fileName - String!
|
Name of the document |
createdDate - String!
|
Document created date |
fileType - String!
|
Document file type |
attachmentId - String!
|
An ID of Document attachment |
contractId - String!
|
Contract ID for current document |
path - String!
|
Path to file (e.g. breadcrumbs). |
Example
{
"fileName": "xyz789",
"createdDate": "xyz789",
"fileType": "abc123",
"attachmentId": "xyz789",
"contractId": "xyz789",
"path": "xyz789"
}
DocumentMinuteBookOptions
DocumentOptions
Description
Document query params
Fields
| Input Field | Description |
|---|---|
recordId - ID!
|
Unique Person ID or Entity ID |
recordType - RecordTypes!
|
Type of the record to get documents for. |
folderId - ID
|
Folder id to retrieve folder content at any level of nesting. |
Example
{
"recordId": 4,
"recordType": "PERSON",
"folderId": "4"
}
EFileDateRange
EFileOrder
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique ID of the entity |
orderDate - String
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clientMatterNumber - String
|
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user - String
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companyName - String
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serviceCode - String
|
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description - String
|
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orderNumber - String
|
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responsibleOffice - String
|
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governmentFee - String
|
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efileItemSubtotal - String
|
|
taskTags - [String]
|
|
taskDetails - String
|
Example
{
"id": 4,
"orderDate": "abc123",
"clientMatterNumber": "abc123",
"user": "xyz789",
"companyName": "abc123",
"serviceCode": "abc123",
"description": "abc123",
"orderNumber": "abc123",
"responsibleOffice": "xyz789",
"governmentFee": "xyz789",
"efileItemSubtotal": "abc123",
"taskTags": ["abc123"],
"taskDetails": "abc123"
}
ENTITY_COMMUNICATION_TYPE
Values
| Enum Value | Description |
|---|---|
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Example
"CELL_PHONE"
ENTITY_FILE_STATUS
Values
| Enum Value | Description |
|---|---|
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Example
"ACTIVE"
ENTITY_PROFESSION_TYPE
Values
| Enum Value | Description |
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Example
"ACCOUNTANT"
ENTITY_STATUS
Values
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|---|---|
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Example
"PENDING"
ENTITY_SUB_TYPE
Values
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|---|---|
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Example
"ACCOUNTING_FIRM"
ENTITY_TYPE
Values
| Enum Value | Description |
|---|---|
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Example
"ASSOCIATION"
EXCHANGE_ENUM
Values
| Enum Value | Description |
|---|---|
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Example
"ASX"
Entity
Description
Information regarding entities
Fields
| Field Name | Description |
|---|---|
name - String!
|
Name of the entity |
id - ID!
|
Unique ID of the entity |
authShareCapital - String
|
Entity's authorized share capital |
bankingAuthority - String
|
Entity's banking signing authority |
bringForwardHomeMonthDay - MonthDay
|
Date for home report bring forward MM-DD format |
bringForwardHomeYear - YearScalar
|
Year for home report bring forward. YYYY format |
bringForwardResolutionMonthDay - MonthDay
|
Date for resolution bring forward. MM-DD format |
bringForwardResolutionYear - YearScalar
|
Year for resolution bring forward. YYYY format |
bylaws - [Bylaw]
|
Entity's bylaws |
bylawsNotes - String
|
Notes concerning entity bylaws |
cancellationDate - Date
|
Entity cancellation date |
prevNames - [EntityPrevName]!
|
List of the entity's previous names |
cancellationMemo - String
|
Entity cancellation memo |
certificateAuthority - String
|
Entity certificate signing authority |
createdDate - Date
|
Entity creation date |
clientNumber - String
|
Entity's client number |
communications - [EntityCommunication]!
|
Information about communications of the entity |
country - String
|
ISO 3166 Alpha-2 code for country |
county - String
|
Entity jurisdiction county |
corporateSeal - Boolean!
|
Indicates if the entity has a corporate seal |
creation - String
|
Creation type of the entity |
currencyPrecision - Int
|
Entity administration currency decimal places |
customDate - Date
|
Entity custom date |
customFields - [CustomField!]
|
Values for custom fields on the entity |
defaultCurrency - String
|
Default currency of the entity |
directorCastingVote - Boolean!
|
Entity chair has casting vote |
directorPowersRestricted - Boolean!
|
Entity director powers are restricted |
directorQuorum - String
|
Entity director meeting quorum |
directorTeleVideo - Boolean!
|
Entity Directors may meet by telephone or video conference |
directorsMax - Int
|
Entity maximum number of directors |
directorsMin - Int
|
Entity minimum number of directors |
documentNumber - String
|
Entity document file number |
duplicateMinutebook - Boolean!
|
Entity minutebook is at the office |
electronicFiling - Boolean!
|
Electronic Filing |
entityRegistrationNumber - String
|
Entity's registration number |
entityType - String
|
Type of the entity |
entityTypeDescription - String
|
Expanded description of the entity's type |
entityStatus - String
|
File status of the entity |
entitySubType - String
|
Subtype of the entity |
exchanges - [String]!
|
List of exchanges that the entity is listed on |
fileNumber - String
|
Entity muinutebook number |
fileJointTaxReturn - Boolean!
|
Indicates if the entity files a joint tax return |
fincenID - String
|
Entity fincen ID |
fiscalYearEnd - MonthDay
|
Ending month of entity's fiscal year end MM-DD format |
fractionalShares - Boolean!
|
Entity admin fractional shares |
generalAuthority - String
|
Entity general signing authority |
giin - String
|
Entity Global Intermediary Identification Number |
governingAct - [GoverningAct]
|
List of the governing acts associated with the entity |
companyGroup - [CompanyGroups]
|
List of the company groups associated with the entity |
homeCountry - String
|
Main operating country name of the entity |
homeJurisdiction - String
|
Main operating jurisdiction name of the entity |
homeLastFiled - Date
|
Date the entity's home report was last filed |
inPersonMeetings - String
|
Entity has in person meetings |
includeAccount - String
|
Entity include account |
incorporationDate - Date
|
Date the entity was formed (YYYY-MM-DD) |
instructions - [Instruction]
|
List of enabled instructions on the entity |
customEntitySubtype - CustomEntitySubtype
|
Custom entity subtype of the entity |
language - String
|
Entity language |
legalEntityIdentifier - String
|
Entity's legal identifier |
localMinutebook - Boolean!
|
Indicates if the minute book for the entity is kept in the office |
matterNumber - String
|
Entity matter number |
memberCorp - String
|
Entity member type |
naicsCode - String
|
Entity NAICS code |
natureOfBusiness - String
|
Description about the nature of the entity's business |
nextAGM - Date
|
Deadline date for AGM meeting |
notes - [Note]
|
Entity's notes |
otherProvisions - String
|
Entity articles other provisions |
ownershipType - String
|
Entity ownership type |
parentWaivedAuditor - Boolean!
|
Entity parent has waived auditor |
partnershipCancellationDate - Date
|
Entity partnership cancellation date |
partnershipDoNotRenew - Boolean!
|
Entity partnership do not renew |
partnershipExpiryDate - Date
|
Entity partnership expiry date |
partnershipNoExpiryDate - Boolean!
|
Entity partnership no cancellation date |
partnershipRegistrationDate - Date
|
Entity partnership registration date |
preemptiveIssuance - Boolean!
|
Entity director has pre-emptive rights on issuance |
preemptiveTransfer - Boolean!
|
Entity director has pre-emptive rights on issuance |
preferredContact - String
|
Entity's preference for communication |
professional - Boolean!
|
Indicates if the entity is marked as professional |
professionalCorporationType - String
|
Entity's profession type (if the entity is marked as professional) |
professionType - String
|
Entity profession type |
professionOther - String
|
Entity profession custom |
profileNotes - String
|
Entity compliance notes |
proRataRedemption - String
|
Entity directors pro-rata offers not required for redemption |
public - Boolean!
|
Boolean indicating whether or not the entity is publicly traded |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field |
reportingIssuer - Boolean!
|
Indicates if the entity is the reporting issuer |
responsibilities - String
|
Entity's compliance responsibilities |
restrictions - String
|
Entity articles business restrictions |
resolutionsLastFiled - Date
|
Date the entity's resolution was last filed |
shareRestrictionsText - String
|
Entity articles share capital restrictions |
shareholderAgreement - Boolean!
|
Entity shareholder agreement in effect |
shareholderAgreementDate - Date
|
Entity shareholder agreement date |
shareholderAgreementUnanimous - Boolean!
|
Entity shareholder agreement is unanimous |
shareholderChairCastVote - Boolean!
|
Entity shareholder chair has casting vote |
shareholderQuorum - String
|
Entity shareholder quorum |
sharesPrecision - String
|
Entity share decimal points |
signAnnualReturn - Boolean!
|
Indicates if the entity signs the annual return |
status - String
|
Status of the entity |
stockCorp - String
|
Entity stock type |
subsidiary - Boolean!
|
Entity is subsidiary |
tags - [String]!
|
List of tags associated with the entity |
taxCountry - String
|
Entity tax country |
taxRegion - String
|
Entity tax region |
taxStatus - String
|
Entity tax status |
taxStructure - String
|
Entity tax structure |
taxID - String
|
Tax ID number for the entity |
transferRestrictionsText - String
|
Entity transfer restrictions |
transfersDirectorApproval - Boolean!
|
Entity share transfer requires director approval |
uniqueId - String
|
Entity unique id identifier |
uniqueIdName - String
|
Entity unique id name |
votingTrust - Boolean!
|
Entity shareholder voting trust |
waivedAuditor - Boolean!
|
Indicates whether or not the entity has waived auditors |
waivedAGM - Boolean!
|
Indicates whether or not the entity has waived an Annual General Meeting |
waivedFinancials - Boolean!
|
Entity admin fractional shares |
registrations - [Registration]
|
Entity registrations |
Arguments
|
|
affiliations - [Affiliation]
|
Entity affiliations |
Arguments
|
|
Example
{
"name": "xyz789",
"id": "4",
"authShareCapital": "abc123",
"bankingAuthority": "xyz789",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [Bylaw],
"bylawsNotes": "xyz789",
"cancellationDate": "2007-12-03",
"prevNames": [EntityPrevName],
"cancellationMemo": "xyz789",
"certificateAuthority": "xyz789",
"createdDate": "2007-12-03",
"clientNumber": "xyz789",
"communications": [EntityCommunication],
"country": "abc123",
"county": "xyz789",
"corporateSeal": false,
"creation": "abc123",
"currencyPrecision": 123,
"customDate": "2007-12-03",
"customFields": [CustomField],
"defaultCurrency": "xyz789",
"directorCastingVote": false,
"directorPowersRestricted": true,
"directorQuorum": "xyz789",
"directorTeleVideo": true,
"directorsMax": 123,
"directorsMin": 987,
"documentNumber": "abc123",
"duplicateMinutebook": false,
"electronicFiling": true,
"entityRegistrationNumber": "abc123",
"entityType": "xyz789",
"entityTypeDescription": "xyz789",
"entityStatus": "xyz789",
"entitySubType": "xyz789",
"exchanges": ["abc123"],
"fileNumber": "xyz789",
"fileJointTaxReturn": false,
"fincenID": "abc123",
"fiscalYearEnd": MonthDay,
"fractionalShares": false,
"generalAuthority": "xyz789",
"giin": "xyz789",
"governingAct": [GoverningAct],
"companyGroup": [CompanyGroups],
"homeCountry": "abc123",
"homeJurisdiction": "xyz789",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": "abc123",
"includeAccount": "xyz789",
"incorporationDate": "2007-12-03",
"instructions": [Instruction],
"customEntitySubtype": CustomEntitySubtype,
"language": "xyz789",
"legalEntityIdentifier": "xyz789",
"localMinutebook": true,
"matterNumber": "xyz789",
"memberCorp": "xyz789",
"naicsCode": "abc123",
"natureOfBusiness": "abc123",
"nextAGM": "2007-12-03",
"notes": [Note],
"otherProvisions": "xyz789",
"ownershipType": "abc123",
"parentWaivedAuditor": false,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": true,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": false,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": false,
"preemptiveTransfer": false,
"preferredContact": "abc123",
"professional": false,
"professionalCorporationType": "xyz789",
"professionType": "abc123",
"professionOther": "xyz789",
"profileNotes": "xyz789",
"proRataRedemption": "abc123",
"public": true,
"region": "abc123",
"reportingIssuer": true,
"responsibilities": "xyz789",
"restrictions": "xyz789",
"resolutionsLastFiled": "2007-12-03",
"shareRestrictionsText": "xyz789",
"shareholderAgreement": true,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": true,
"shareholderChairCastVote": false,
"shareholderQuorum": "abc123",
"sharesPrecision": "xyz789",
"signAnnualReturn": false,
"status": "xyz789",
"stockCorp": "xyz789",
"subsidiary": false,
"tags": ["abc123"],
"taxCountry": "abc123",
"taxRegion": "abc123",
"taxStatus": "abc123",
"taxStructure": "abc123",
"taxID": "xyz789",
"transferRestrictionsText": "abc123",
"transfersDirectorApproval": true,
"uniqueId": "xyz789",
"uniqueIdName": "xyz789",
"votingTrust": false,
"waivedAuditor": false,
"waivedAGM": false,
"waivedFinancials": true,
"registrations": [Registration],
"affiliations": [Affiliation]
}
EntityCommunication
Description
Information regarding an communication of the entity
Fields
| Field Name | Description |
|---|---|
id - String
|
Unique Id of the communication |
description - String
|
Description of the communication |
label - String
|
Entity's communication label. (Refers to 'Type' on the frontend UI) |
labelOther - String
|
Custom label if label chosen as 'Other' |
value - String
|
Value of the communication |
ranking - EntityCommunicationRanking
|
Entity's communication ranking |
Example
{
"id": "abc123",
"description": "abc123",
"label": "abc123",
"labelOther": "abc123",
"value": "xyz789",
"ranking": EntityCommunicationRanking
}
EntityCommunicationInput
Description
Information regarding an communication of the entity
Fields
| Input Field | Description |
|---|---|
description - String
|
Description of the communication |
label - ENTITY_COMMUNICATION_TYPE!
|
Entity's communication label. (Refers to 'Type' on the frontend UI) |
labelOther - String
|
Custom label if label chosen as 'Other' |
value - String!
|
Value of the communication |
ranking - EntityCommunicationRankingInput
|
Entity's communication ranking |
Example
{
"description": "xyz789",
"label": "CELL_PHONE",
"labelOther": "abc123",
"value": "xyz789",
"ranking": EntityCommunicationRankingInput
}
EntityCommunicationRanking
EntityCommunicationRankingInput
EntityInput
Description
Input options to create a new entity
Fields
| Input Field | Description |
|---|---|
name - String!
|
Name of the new entity |
accessGroupId - [String]!
|
One or more access group IDs to add the new entity to, from the accessGroups collection |
authShareCapital - String
|
Entity's authorized share capital |
bankingAuthority - String
|
Entity's banking signing authority |
bringForwardHomeMonthDay - MonthDay
|
Date for home report bring forward MM-DD format |
bringForwardHomeYear - YearScalar
|
Date for home report bring forward year in YYYY format |
bringForwardResolutionMonthDay - MonthDay
|
Date for resolution bring forward in MM-DD format |
bringForwardResolutionYear - YearScalar
|
Date for resolution bring forward in YYYY format |
bylaws - [BylawInput]
|
Bylaws |
bylawsNotes - String
|
Notes concerning entity bylaws |
cancellationDate - Date
|
Entity cancellation date |
cancellationMemo - String
|
Entity cancellation memo |
certificateAuthority - String
|
Entity certificate signing authority |
clientNumber - String
|
Entity's client number |
communications - [EntityCommunicationInput!]
|
Entity's communications |
corporateSeal - Boolean
|
Indicates if the entity has a corporate seal |
country - String
|
ISO 3166 Alpha-2 code for country |
county - String
|
Entity jurisdiction county |
creation - CREATION_TYPES
|
Creation type of the entity |
currencyPrecision - Float
|
Entity administration currency decimal places |
customEntitySubtypeID - String
|
Custom entity subtype if applicable |
customDate - Date
|
Entity custom date |
customFields - [CustomFieldInput!]
|
Entity custom fields |
defaultCurrency - DEFAULT_CURRENCY
|
Default currency of the entity |
directorCastingVote - Boolean
|
Entity chair has casting vote |
directorPowersRestricted - Boolean
|
Entity director powers are restricted |
directorQuorum - DIRECTOR_QUORUM
|
Entity director meeting quorum |
directorTeleVideo - Boolean
|
Entity Directors may meet by telephone or video conference |
directorsMax - Int
|
Entity maximum number of directors |
directorsMin - Int
|
Entity minimum number of directors |
documentNumber - String
|
Entity document file number |
duplicateMinutebook - Boolean
|
Entity minutebook is at the office |
electronicFiling - Boolean
|
Indicates whether or not the entity uses electronic filing |
entityRegistrationNumber - String
|
Entity's registration number |
entityStatus - ENTITY_FILE_STATUS
|
File status of the entity |
entitySubType - ENTITY_SUB_TYPE
|
Subtype of the entity |
entityType - ENTITY_TYPE
|
Type of the entity |
entityTypeDescription - String
|
Expanded description of the entity's type |
exchanges - [EXCHANGE_ENUM]
|
List of exchanges that the entity is listed on |
fileJointTaxReturn - Boolean
|
Indicates if the entity files a joint tax return |
fileNumber - String
|
Entity muinutebook number |
fincenID - String
|
Entity fincen ID |
fiscalYearEnd - MonthDay
|
Ending month of entity's fiscal year end MM-DD format |
floatingFiscalYearEnd - String
|
Fiscal year end |
fractionalShares - Boolean
|
Entity admin fractional shares |
generalAuthority - String
|
Entity general signing authority |
giin - String
|
Entity Global Intermediary Identification Number |
homeJurisdiction - String
|
Main operating jurisdiction of the entity |
homeLastFiled - Date
|
Date the entity's home report was last filed |
inPersonMeetings - Boolean
|
Entity has in person meetings |
includeAccount - Boolean
|
Entity include account |
incorporationDate - Date
|
Date the entity was formed YYYY-MM-DD |
instructionIds - [String!]
|
instructions |
isFloatingFiscalYearEnd - Boolean
|
Is fiscal year end |
legalEntityIdentifier - String
|
Entity's legal identifier |
localMinutebook - Boolean
|
Indicates if the minute book for the entity is kept in the office |
matterNumber - String
|
Entity matter number |
memberCorp - MEMBER_TYPE
|
Entity member type |
naicsCode - Int
|
Entity NAICS code |
natureOfBusiness - String
|
Description about the nature of the entity's business |
nextAGM - Date
|
Deadline date for AGM meeting |
otherProvisions - String
|
Entity articles other provisions |
ownershipType - String
|
Entity ownership type |
parentWaivedAuditor - Boolean
|
Entity parent has waived auditor |
partnershipCancellationDate - Date
|
Entity partnership cancellation date |
partnershipDoNotRenew - Boolean
|
Entity partnership do not renew |
partnershipExpiryDate - Date
|
Entity partnership expiry date |
partnershipNoExpiryDate - Boolean
|
Entity partnership no cancellation date |
partnershipRegistrationDate - Date
|
Entity partnership registration date |
preemptiveIssuance - Boolean
|
Entity director has pre-emptive rights on issuance |
preemptiveTransfer - Boolean
|
Entity director has pre-emptive rights on issuance |
preferredContact - PREFERENCE_CORRESPONDENCE
|
Entity's preference for communication |
proRataRedemption - Boolean
|
Entity directors pro-rata offers not required for redemption |
professionOther - String
|
Entity profession custom |
professionType - ENTITY_PROFESSION_TYPE
|
Entity profession type |
professional - Boolean
|
Entity professional |
profileNotes - String
|
Entity compliance notes |
public - Boolean
|
Boolean indicating whether or not the entity is publicly traded |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field |
reportingIssuer - Boolean
|
Indicates if the entity is the reporting issuer |
resolutionsLastFiled - Date
|
Date the entity's resolution was last filed |
responsibilities - String
|
Entity's compliance responsibilities |
restrictions - String
|
Entity articles business restrictions |
shareRestrictionsText - String
|
Entity articles share capital restrictions |
shareholderAgreement - Boolean
|
Entity shareholder agreement in effect |
shareholderAgreementDate - Date
|
Entity shareholder agreement date |
shareholderAgreementUnanimous - Boolean
|
Entity shareholder agreement is unanimous |
shareholderChairCastVote - Boolean
|
Entity shareholder chair has casting vote |
shareholderQuorum - SHAREHOLDER_QUORUM
|
Entity shareholder quorum |
sharesPrecision - Float
|
Entity share decimal points |
signAnnualReturn - Boolean
|
Indicates if the entity signs the annual return |
status - ENTITY_STATUS
|
Status of the entity |
stockCorp - STOCK_CORP
|
Entity stock type |
subsidiary - Boolean
|
Entity is subsidiary |
tags - [String!]
|
tags |
taxCountry - String
|
ISO 3166 Alpha-2 code for the Entity tax country |
taxID - String
|
Tax ID number for the entity |
taxRegion - String
|
Entity tax region |
taxStatus - TAX_STATUS
|
Entity tax status |
taxStructure - TAX_STRUCTURE
|
Entity tax structure |
transferRestrictionsText - String
|
Entity transfer restrictions |
transfersDirectorApproval - Boolean
|
Entity share transfer requires director approval |
uniqueId - String
|
Entity unique id identifier |
uniqueIdName - String
|
Entity unique id name |
votingTrust - Boolean
|
Entity shareholder voting trust |
waivedAGM - Boolean
|
Indicates whether or not the entity has waived an Annual General Meeting |
waivedAuditor - Boolean
|
Indicates whether or not the entity has waived auditors |
waivedFinancials - Boolean
|
Indicates whether or not the entity has waived financials |
Example
{
"name": "xyz789",
"accessGroupId": ["xyz789"],
"authShareCapital": "xyz789",
"bankingAuthority": "abc123",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [BylawInput],
"bylawsNotes": "xyz789",
"cancellationDate": "2007-12-03",
"cancellationMemo": "xyz789",
"certificateAuthority": "abc123",
"clientNumber": "abc123",
"communications": [EntityCommunicationInput],
"corporateSeal": true,
"country": "abc123",
"county": "abc123",
"creation": "AMALGAMATED_OR_MERGED",
"currencyPrecision": 123.45,
"customEntitySubtypeID": "abc123",
"customDate": "2007-12-03",
"customFields": [CustomFieldInput],
"defaultCurrency": "CAD",
"directorCastingVote": true,
"directorPowersRestricted": false,
"directorQuorum": "ALL",
"directorTeleVideo": false,
"directorsMax": 987,
"directorsMin": 123,
"documentNumber": "abc123",
"duplicateMinutebook": false,
"electronicFiling": true,
"entityRegistrationNumber": "abc123",
"entityStatus": "ACTIVE",
"entitySubType": "ACCOUNTING_FIRM",
"entityType": "ASSOCIATION",
"entityTypeDescription": "xyz789",
"exchanges": ["ASX"],
"fileJointTaxReturn": false,
"fileNumber": "abc123",
"fincenID": "abc123",
"fiscalYearEnd": MonthDay,
"floatingFiscalYearEnd": "xyz789",
"fractionalShares": true,
"generalAuthority": "abc123",
"giin": "xyz789",
"homeJurisdiction": "xyz789",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": true,
"includeAccount": true,
"incorporationDate": "2007-12-03",
"instructionIds": ["xyz789"],
"isFloatingFiscalYearEnd": false,
"legalEntityIdentifier": "abc123",
"localMinutebook": false,
"matterNumber": "abc123",
"memberCorp": "MEMBER",
"naicsCode": 123,
"natureOfBusiness": "xyz789",
"nextAGM": "2007-12-03",
"otherProvisions": "xyz789",
"ownershipType": "xyz789",
"parentWaivedAuditor": true,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": true,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": true,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": false,
"preemptiveTransfer": false,
"preferredContact": "EMAIL",
"proRataRedemption": false,
"professionOther": "abc123",
"professionType": "ACCOUNTANT",
"professional": true,
"profileNotes": "abc123",
"public": false,
"region": "abc123",
"reportingIssuer": false,
"resolutionsLastFiled": "2007-12-03",
"responsibilities": "abc123",
"restrictions": "xyz789",
"shareRestrictionsText": "xyz789",
"shareholderAgreement": true,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": false,
"shareholderChairCastVote": false,
"shareholderQuorum": "MAJORITY",
"sharesPrecision": 123.45,
"signAnnualReturn": true,
"status": "PENDING",
"stockCorp": "STOCK",
"subsidiary": false,
"tags": ["abc123"],
"taxCountry": "xyz789",
"taxID": "xyz789",
"taxRegion": "abc123",
"taxStatus": "S_CORP",
"taxStructure": "DISREGARDED",
"transferRestrictionsText": "abc123",
"transfersDirectorApproval": true,
"uniqueId": "abc123",
"uniqueIdName": "abc123",
"votingTrust": true,
"waivedAGM": false,
"waivedAuditor": true,
"waivedFinancials": false
}
EntityNameUpdateFields
Fields
| Input Field | Description |
|---|---|
id - ID!
|
Unique ID of the entity |
name - String!
|
Entity name to update |
globallyUpdate - Boolean!
|
If TRUE - Globally update all shareholdings to reflect the updated legal name. If FALSE - Review shareholdings within each affiliated entity and use the transaction workflow (Change to Shareholdings) to cancel and re-issue certificates. |
addToPreviousNames - Boolean!
|
Include the current name of this entity in the list of previous names |
effectiveDate - Date!
|
Effective date of the name change |
Example
{
"id": "4",
"name": "abc123",
"globallyUpdate": false,
"addToPreviousNames": false,
"effectiveDate": "2007-12-03"
}
EntityPrevName
EntityUpdateFields
Fields
| Input Field | Description |
|---|---|
id - ID!
|
Unique ID of the entity |
authShareCapital - String
|
Entity's authorized share capital |
bankingAuthority - String
|
Entity's banking signing authority |
bringForwardHomeMonthDay - MonthDay
|
Date for home report bring forward MM-DD format |
bringForwardHomeYear - YearScalar
|
Date for home report bring forward year in YYYY format |
bringForwardResolutionMonthDay - MonthDay
|
Date for resolution bring forward in MM-DD format |
bringForwardResolutionYear - YearScalar
|
Date for resolution bring forward in YYYY format |
bylaws - [BylawInput]
|
bylaw |
bylawsNotes - String
|
Notes concerning entity bylaws |
cancellationDate - Date
|
Entity cancellation date |
cancellationMemo - String
|
Entity cancellation memo |
certificateAuthority - String
|
Entity certificate signing authority |
clientNumber - String
|
Entity's client number |
communications - [EntityCommunicationInput!]
|
Entity's communications |
corporateSeal - Boolean
|
Indicates if the entity has a corporate seal |
country - String
|
ISO 3166 Alpha-2 code for country |
county - String
|
Entity jurisdiction county |
creation - CREATION_TYPES
|
Creation type of the entity |
currencyPrecision - Float
|
Entity administration currency decimal places |
customDate - Date
|
Entity custom date |
customFields - [CustomFieldInput!]
|
Values for custom fields on the entity |
defaultCurrency - DEFAULT_CURRENCY
|
Default currency of the entity |
directorCastingVote - Boolean
|
Entity chair has casting vote |
directorPowersRestricted - Boolean
|
Entity director powers are restricted |
directorQuorum - DIRECTOR_QUORUM
|
Entity director meeting quorum |
directorTeleVideo - Boolean
|
Entity Directors may meet by telephone or video conference |
directorsMax - Int
|
Entity maximum number of directors |
directorsMin - Int
|
Entity minimum number of directors |
documentNumber - String
|
Entity document file number |
duplicateMinutebook - Boolean
|
Entity minutebook is at the office |
electronicFiling - Boolean
|
Indicates whether or not the entity uses electronic filing |
entityRegistrationNumber - String
|
Entity's registration number |
entityStatus - ENTITY_FILE_STATUS
|
File status of the entity |
entitySubType - ENTITY_SUB_TYPE
|
Subtype of the entity |
entityType - ENTITY_TYPE
|
Type of the entity |
entityTypeDescription - String
|
Expanded description of the entity's type |
exchanges - [EXCHANGE_ENUM]
|
List of exchanges that the entity is listed on |
fileJointTaxReturn - Boolean
|
Indicates if the entity files a joint tax return |
fileNumber - String
|
Entity muinutebook number |
fincenID - String
|
Entity fincen ID |
fiscalYearEnd - MonthDay
|
Ending month of entity's fiscal year end MM-DD format |
floatingFiscalYearEnd - String
|
Fiscal year end |
fractionalShares - Boolean
|
Entity admin fractional shares |
generalAuthority - String
|
Entity general signing authority |
giin - String
|
Entity Global Intermediary Identification Number |
homeJurisdiction - String
|
Main operating jurisdiction of the entity |
homeLastFiled - Date
|
Date the entity's home report was last filed |
inPersonMeetings - Boolean
|
Entity has in person meetings |
includeAccount - Boolean
|
Entity include account |
incorporationDate - Date
|
Date the entity was formed |
instructionIds - [String!]
|
instructions |
customEntitySubtypeID - String
|
Custom entity subtype for the entity |
isFloatingFiscalYearEnd - Boolean
|
Is fiscal year end |
legalEntityIdentifier - String
|
Entity's legal identifier |
localMinutebook - Boolean
|
Indicates if the minute book for the entity is kept in the office |
matterNumber - String
|
Entity matter number |
memberCorp - MEMBER_TYPE
|
Entity member type |
naicsCode - Int
|
Entity NAICS code |
natureOfBusiness - String
|
Description about the nature of the entity's business |
nextAGM - Date
|
Deadline date for AGM meeting |
otherProvisions - String
|
Entity articles other provisions |
ownershipType - String
|
Entity ownership type |
parentWaivedAuditor - Boolean
|
Entity parent has waived auditor |
partnershipCancellationDate - Date
|
Entity partnership cancellation date |
partnershipDoNotRenew - Boolean
|
Entity partnership do not renew |
partnershipExpiryDate - Date
|
Entity partnership expiry date |
partnershipNoExpiryDate - Boolean
|
Entity partnership no cancellation date |
partnershipRegistrationDate - Date
|
Entity partnership registration date |
preemptiveIssuance - Boolean
|
Entity director has pre-emptive rights on issuance |
preemptiveTransfer - Boolean
|
Entity director has pre-emptive rights on issuance |
preferredContact - PREFERENCE_CORRESPONDENCE
|
Entity's preference for communication |
proRataRedemption - Boolean
|
Entity directors pro-rata offers not required for redemption |
professionOther - String
|
Entity profession custom |
professionType - ENTITY_PROFESSION_TYPE
|
Entity profession type |
professional - Boolean
|
Entity professional |
profileNotes - String
|
Entity compliance notes |
public - Boolean
|
Boolean indicating whether or not the entity is publicly traded |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction field |
reportingIssuer - Boolean
|
Indicates if the entity is the reporting issuer |
resolutionsLastFiled - Date
|
Date the entity's resolution was last filed |
responsibilities - String
|
Entity's compliance responsibilities |
restrictions - String
|
Entity articles business restrictions |
shareRestrictionsText - String
|
Entity articles share capital restrictions |
shareholderAgreement - Boolean
|
Entity shareholder agreement in effect |
shareholderAgreementDate - Date
|
Entity shareholder agreement date |
shareholderAgreementUnanimous - Boolean
|
Entity shareholder agreement is unanimous |
shareholderChairCastVote - Boolean
|
Entity shareholder chair has casting vote |
shareholderQuorum - SHAREHOLDER_QUORUM
|
Entity shareholder quorum |
sharesPrecision - Float
|
Entity share decimal points |
signAnnualReturn - Boolean
|
Indicates if the entity signs the annual return |
status - ENTITY_STATUS
|
Status of the entity |
stockCorp - STOCK_CORP
|
Entity stock type |
subsidiary - Boolean
|
Entity is subsidiary |
tags - [String!]
|
tags |
taxCountry - String
|
ISO 3166 Alpha-2 code for the Entity tax country |
taxID - String
|
Tax ID number for the entity |
taxRegion - String
|
Entity tax region |
taxStatus - TAX_STATUS
|
Entity tax status |
taxStructure - TAX_STRUCTURE
|
Entity tax structure |
transferRestrictionsText - String
|
Entity transfer restrictions |
transfersDirectorApproval - Boolean
|
Entity share transfer requires director approval |
uniqueId - String
|
Entity unique id identifier |
uniqueIdName - String
|
Entity unique id name |
votingTrust - Boolean
|
Entity shareholder voting trust |
waivedAGM - Boolean
|
Indicates whether or not the entity has waived an Annual General Meeting |
waivedAuditor - Boolean
|
Indicates whether or not the entity has waived auditors |
waivedFinancials - Boolean
|
Indicates whether or not the entity has waived financials |
Example
{
"id": 4,
"authShareCapital": "xyz789",
"bankingAuthority": "abc123",
"bringForwardHomeMonthDay": MonthDay,
"bringForwardHomeYear": YearScalar,
"bringForwardResolutionMonthDay": MonthDay,
"bringForwardResolutionYear": YearScalar,
"bylaws": [BylawInput],
"bylawsNotes": "abc123",
"cancellationDate": "2007-12-03",
"cancellationMemo": "xyz789",
"certificateAuthority": "xyz789",
"clientNumber": "xyz789",
"communications": [EntityCommunicationInput],
"corporateSeal": false,
"country": "xyz789",
"county": "abc123",
"creation": "AMALGAMATED_OR_MERGED",
"currencyPrecision": 987.65,
"customDate": "2007-12-03",
"customFields": [CustomFieldInput],
"defaultCurrency": "CAD",
"directorCastingVote": true,
"directorPowersRestricted": false,
"directorQuorum": "ALL",
"directorTeleVideo": true,
"directorsMax": 123,
"directorsMin": 987,
"documentNumber": "abc123",
"duplicateMinutebook": true,
"electronicFiling": false,
"entityRegistrationNumber": "abc123",
"entityStatus": "ACTIVE",
"entitySubType": "ACCOUNTING_FIRM",
"entityType": "ASSOCIATION",
"entityTypeDescription": "abc123",
"exchanges": ["ASX"],
"fileJointTaxReturn": true,
"fileNumber": "xyz789",
"fincenID": "xyz789",
"fiscalYearEnd": MonthDay,
"floatingFiscalYearEnd": "abc123",
"fractionalShares": true,
"generalAuthority": "abc123",
"giin": "xyz789",
"homeJurisdiction": "xyz789",
"homeLastFiled": "2007-12-03",
"inPersonMeetings": false,
"includeAccount": true,
"incorporationDate": "2007-12-03",
"instructionIds": ["abc123"],
"customEntitySubtypeID": "xyz789",
"isFloatingFiscalYearEnd": true,
"legalEntityIdentifier": "xyz789",
"localMinutebook": false,
"matterNumber": "abc123",
"memberCorp": "MEMBER",
"naicsCode": 987,
"natureOfBusiness": "xyz789",
"nextAGM": "2007-12-03",
"otherProvisions": "abc123",
"ownershipType": "abc123",
"parentWaivedAuditor": true,
"partnershipCancellationDate": "2007-12-03",
"partnershipDoNotRenew": false,
"partnershipExpiryDate": "2007-12-03",
"partnershipNoExpiryDate": true,
"partnershipRegistrationDate": "2007-12-03",
"preemptiveIssuance": false,
"preemptiveTransfer": false,
"preferredContact": "EMAIL",
"proRataRedemption": false,
"professionOther": "xyz789",
"professionType": "ACCOUNTANT",
"professional": false,
"profileNotes": "xyz789",
"public": true,
"region": "abc123",
"reportingIssuer": true,
"resolutionsLastFiled": "2007-12-03",
"responsibilities": "abc123",
"restrictions": "xyz789",
"shareRestrictionsText": "xyz789",
"shareholderAgreement": false,
"shareholderAgreementDate": "2007-12-03",
"shareholderAgreementUnanimous": true,
"shareholderChairCastVote": false,
"shareholderQuorum": "MAJORITY",
"sharesPrecision": 987.65,
"signAnnualReturn": true,
"status": "PENDING",
"stockCorp": "STOCK",
"subsidiary": false,
"tags": ["abc123"],
"taxCountry": "xyz789",
"taxID": "abc123",
"taxRegion": "xyz789",
"taxStatus": "S_CORP",
"taxStructure": "DISREGARDED",
"transferRestrictionsText": "abc123",
"transfersDirectorApproval": false,
"uniqueId": "xyz789",
"uniqueIdName": "xyz789",
"votingTrust": true,
"waivedAGM": false,
"waivedAuditor": false,
"waivedFinancials": false
}
ExclusionGroup
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique identifier for the Exclusion Group. |
name - String
|
The designated name of the Exclusion Group. |
status - GroupStatus
|
Current status of the Exclusion Group (ACTIVE/INACTIVE). |
recordCount - Int
|
The total number of records associated with this Exclusion Group. |
createdDate - DateTime
|
Timestamp of when the Exclusion Group was initially created. |
createdBy - User
|
User who created the Exclusion Group. |
archivedDate - DateTime
|
Date when the Exclusion Group was archived, if applicable. |
archivedBy - User
|
User who archived the Exclusion Group, if applicable. |
Example
{
"id": 4,
"name": "abc123",
"status": "ACTIVE",
"recordCount": 123,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User
}
ExclusionGroupsOptions
Fields
| Input Field | Description |
|---|---|
name - String
|
The designated name of the Exclusion Group. |
limit - Int
|
Number of exclusion groups to return |
skip - Int
|
Number of exclusion groups to skip |
status - [GroupStatus]
|
Filter by status (ACTIVE, INACTIVE) |
createdDate - DateRange
|
Date range for when the exclusion group was created |
archivedDate - DateRange
|
Date range for when the exclusion group was archived |
Example
{
"name": "xyz789",
"limit": 123,
"skip": 987,
"status": ["ACTIVE"],
"createdDate": DateRange,
"archivedDate": DateRange
}
Float
Description
The Float scalar type represents signed double-precision fractional values as specified by IEEE 754.
Example
987.65
Folder
ForgiveLoanOptions
ForgiveLoanResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
ID of the loan that was forgiven |
Example
{"id": 4}
GoverningAct
GroupStatus
Description
Status of a group (active, inactive)
Values
| Enum Value | Description |
|---|---|
|
|
Active group |
|
|
Inactive group |
Example
"ACTIVE"
HoldingType
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"MEMBERSHIP"
ID
Description
The ID scalar type represents a unique identifier, often used to refetch an object or as key for a cache. The ID type appears in a JSON response as a String; however, it is not intended to be human-readable. When expected as an input type, any string (such as "4") or integer (such as 4) input value will be accepted as an ID.
Example
4
Instruction
Int
Description
The Int scalar type represents non-fractional signed whole numeric values. Int can represent values between -(2^31) and 2^31 - 1.
Example
123
Loan
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Loan ID |
status - LoanStatus
|
Status of the loan |
name - String
|
Loan name |
loanType - LoanType
|
Type of loan |
authAmount - Float
|
Authorized amount |
parCurrency - String
|
Currency |
interestRate - Float
|
Interest rate |
signingDate - DateTime
|
Signing date |
startDate - DateTime
|
Start date |
durationInDays - Int
|
Duration in days |
duration - String
|
Duration in years, months and days |
notes - String
|
Notes about the loan |
documentsNotes - String
|
Notes about the loan documents |
documentIds - [ID!]
|
Associated document IDs |
borrowers - [LoanBorrower!]
|
Borrowers information |
lenders - [LoanLender!]
|
Lenders information |
Example
{
"id": 4,
"status": "PENDING",
"name": "abc123",
"loanType": "STANDALONE",
"authAmount": 987.65,
"parCurrency": "xyz789",
"interestRate": 123.45,
"signingDate": "2007-12-03T10:15:30Z",
"startDate": "2007-12-03T10:15:30Z",
"durationInDays": 987,
"duration": "xyz789",
"notes": "abc123",
"documentsNotes": "xyz789",
"documentIds": [4],
"borrowers": [LoanBorrower],
"lenders": [LoanLender]
}
LoanBorrower
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Borrower ID |
name - String
|
Borrower name |
amount - Float
|
Borrower loan amount |
interestRate - Float
|
Borrower interest rate |
type - RecordTypes
|
Borrower type |
Example
{
"id": "4",
"name": "xyz789",
"amount": 123.45,
"interestRate": 123.45,
"type": "PERSON"
}
LoanDrawDetails
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Transaction's id |
loanId - ID!
|
Loan's id |
loanName - String
|
Loan's name |
transactionDate - Date
|
Transaction's date |
totalAmount - Float
|
Total amount drawn |
notes - String
|
Transaction's notes |
drawNumber - Int
|
Transaction's draw number |
lender - LoanParticipant
|
Lender information |
borrower - LoanParticipant
|
Borrower information |
repayments - [RepaymentTransaction]
|
Related repayment transactions |
Example
{
"id": 4,
"loanId": 4,
"loanName": "xyz789",
"transactionDate": "2007-12-03",
"totalAmount": 123.45,
"notes": "abc123",
"drawNumber": 123,
"lender": LoanParticipant,
"borrower": LoanParticipant,
"repayments": [RepaymentTransaction]
}
LoanLender
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Lender ID |
name - String
|
Lender name |
type - RecordTypes
|
Lender type |
Example
{
"id": "4",
"name": "xyz789",
"type": "PERSON"
}
LoanParticipant
LoanStatus
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
Example
"PENDING"
LoanTransactionsQueryOptions
Fields
| Input Field | Description |
|---|---|
loanId - ID!
|
Filter by loan ID |
drawId - ID
|
Filter by draw transaction ID |
transactionDate - TransactionDateRange
|
A date range that filters based on the transactions' transactionDate |
limit - Int
|
Number of loan transactions returned. Maximum allowed value is 100. Defaults to 10 if not provided |
skip - Int
|
Number of loan transactions skipped. Defaults to 0 if not provided |
Example
{
"loanId": "4",
"drawId": "4",
"transactionDate": TransactionDateRange,
"limit": 123,
"skip": 987
}
LoanTransactionsQueryResult
Fields
| Field Name | Description |
|---|---|
totalCount - Int!
|
Total count of loan transactions available to the user that satisfy the query parameters |
items - [LoanDrawDetails]!
|
List of loan draw transactions details (draws with their repayments) |
Example
{"totalCount": 123, "items": [LoanDrawDetails]}
LoanType
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"STANDALONE"
LoansQueryOptions
Fields
| Input Field | Description |
|---|---|
statuses - [LoanStatus]
|
Status of the loan (pending, active, cancelled, elapsed). |
loanType - LoanType
|
Type of loan (Standalone, Facilities). |
startingDate - DateRange
|
Date range filter. |
loanId - ID
|
Filter loans by loan ID. |
lenderId - ID
|
Filter loans by lender ID. |
borrowerId - ID
|
Filter loans by borrower ID. |
participantName - String
|
Search loans by participant name (lender or borrower name). |
limit - Int
|
Limit the number of loans to return. Default: 10, Maximum: 100. |
skip - Int
|
Skip the number of loans to return. Default: 0. |
Example
{
"statuses": ["PENDING"],
"loanType": "STANDALONE",
"startingDate": DateRange,
"loanId": "4",
"lenderId": "4",
"borrowerId": 4,
"participantName": "xyz789",
"limit": 987,
"skip": 987
}
LoansQueryResult
MEMBER_TYPE
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
Example
"MEMBER"
ManageLoanCapOptions
Fields
| Input Field | Description |
|---|---|
loanId - ID!
|
ID of the loan whose cap is being managed |
newLoanCap - Float!
|
New loan cap amount. Must be greater than 0 and should typically be greater than or equal to the current drawn amount |
effectiveDate - Date!
|
Effective date of the transaction |
notes - String
|
Optional notes for the transaction |
Example
{
"loanId": "4",
"newLoanCap": 123.45,
"effectiveDate": "2007-12-03",
"notes": "abc123"
}
ManageLoanCapResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
ID of the loan that was updated |
Example
{"id": "4"}
MonthDay
Example
MonthDay
Note
PREFERENCE_CORRESPONDENCE
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"EMAIL"
Participant
Fields
| Field Name | Description |
|---|---|
outstandingShares - Float
|
Number of outstanding shares |
outstandingOptions - Float
|
Number of outstanding options |
outstandingVotes - Float
|
Number of outstanding votes |
outstandingWarrants - Float
|
Number of outstanding warrants |
ownershipPercentage - Float
|
Percentage of ownership |
dilutedOwnershipPercentage - Float
|
Percentage of diluted ownership |
dilutedShares - Float
|
Number of diluted shares |
dilutedVotes - Float
|
Number of diluted votes |
dilutedVotingPercentage - Float
|
Percentage of diluted votes |
votingPercentage - Float
|
Percentage of voting |
Example
{
"outstandingShares": 123.45,
"outstandingOptions": 123.45,
"outstandingVotes": 987.65,
"outstandingWarrants": 987.65,
"ownershipPercentage": 987.65,
"dilutedOwnershipPercentage": 987.65,
"dilutedShares": 123.45,
"dilutedVotes": 123.45,
"dilutedVotingPercentage": 987.65,
"votingPercentage": 987.65
}
ParticipantAddresses
ParticipantStatus
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
Example
"CONFIRMED"
PeopleQueryOptions
Description
People query params
Fields
| Input Field | Description |
|---|---|
accessGroupsIds - [ID]
|
Access groups' ids the people belong to |
ids - [ID]
|
People's ids |
name - String
|
Search value for filtering people by name |
statuses - [PersonStatus]
|
People's statuses |
profilePersonStatuses - [PersonProfilePersonStatus]
|
People's profile statuses |
limit - Int
|
|
skip - Int
|
|
sortDirection - PeopleSortDirection
|
|
sortField - PeopleSortField
|
Example
{
"accessGroupsIds": ["4"],
"ids": [4],
"name": "abc123",
"statuses": ["CONFIRMED"],
"profilePersonStatuses": ["ACTIVE"],
"limit": 123,
"skip": 987,
"sortDirection": "ASC",
"sortField": "NAME"
}
PeopleQueryResult
PeopleSortDirection
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"ASC"
PeopleSortField
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"NAME"
Person
Fields
| Field Name | Description |
|---|---|
communications - [PersonCommunication]!
|
Persons's communications |
executionName - String!
|
Persons's execution name |
id - ID!
|
Persons's id |
profile - PersonProfile!
|
Persons's profile |
status - PersonStatus!
|
Persons's status |
addressesContainerId - ID
|
Id of an address container assigned to the person |
addresses - [Address]!
|
Persons's addresses |
Arguments
|
|
affiliations - [Affiliation]
|
Persons's affiliations |
Arguments
|
|
customFields - [CustomField!]
|
Person custom fields |
Example
{
"communications": [PersonCommunication],
"executionName": "xyz789",
"id": "4",
"profile": PersonProfile,
"status": "CONFIRMED",
"addressesContainerId": "4",
"addresses": [Address],
"affiliations": [Affiliation],
"customFields": [CustomField]
}
PersonAddressesOptions
Fields
| Input Field | Description |
|---|---|
statuses - [AddressStatus]
|
Statuses of the address |
sortDirection - [AddressSortDirection]
|
Sort direction of the addresses (asc or desc) |
sortActive - [AddressSortField]
|
Sort field of the addresses direction |
Example
{"statuses": ["INACTIVE"], "sortDirection": ["ASC"], "sortActive": ["STATUS"]}
PersonAlias
Fields
| Field Name | Description |
|---|---|
active - Boolean!
|
Indicates if the person's alias is active |
date - Date
|
Person's alias created date in YYYY-MM-DD format |
firstName - String!
|
Person's alias first name |
id - UUID!
|
Person's alias id |
lastName - String!
|
Person's alias last name |
middleName - String
|
Person's alias middle name |
name - String!
|
Person's alias full name |
Example
{
"active": false,
"date": "2007-12-03",
"firstName": "abc123",
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"lastName": "xyz789",
"middleName": "abc123",
"name": "abc123"
}
PersonCommunication
Fields
| Field Name | Description |
|---|---|
description - String
|
Person's communication description |
id - ID!
|
Person's communication id |
isEmail - Boolean
|
Indicates if the communication is an email |
isPhone - Boolean
|
Indicates if the communication is a phone number |
label - PersonCommunicationLabel!
|
Person's communication label. (Refers to 'Type' on the frontend UI) |
labelOther - String!
|
Custom label if label chosen as 'Other' |
ranking - PersonCommunicationRanking!
|
Person's communication ranking |
value - String!
|
Person's communication value |
Example
{
"description": "abc123",
"id": 4,
"isEmail": true,
"isPhone": true,
"label": "BUSINESS_EMAIL",
"labelOther": "abc123",
"ranking": PersonCommunicationRanking,
"value": "abc123"
}
PersonCommunicationLabel
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"BUSINESS_EMAIL"
PersonCommunicationRanking
PersonProfile
Fields
| Field Name | Description |
|---|---|
aliases - [PersonAlias]!
|
Person's aliases |
notes - String!
|
Person's notes |
createdDate - Date!
|
Person's entry created date in YYYY-MM-DD format |
dateOfBirth - Date
|
Person's date of birth in YYYY-MM-DD format |
deceasedDate - Date
|
Person's deceased date in YYYY-MM-DD format |
designation - String!
|
Person's designation |
directorNumber - String!
|
Person's director number |
driversLicense - String
|
Person's drivers license |
driversLicenseExpiryDate - Date
|
Person's drivers license expiry date in YYYY-MM-DD format |
firstName - String!
|
Person's first name |
gender - PersonProfileGender
|
Person's gender |
greeting - String!
|
Person's greeting |
inactiveDate - Date!
|
Person's inactive date in YYYY-MM-DD format |
initials - String
|
Person's initials |
lastName - String!
|
Person's last name |
middleName - String
|
Person's middle name |
modifiedDate - DateTime!
|
Person's entry modified date in ISO 8601 format |
fullName - String!
|
Person's full name |
occupation - String!
|
Person's occupation |
passportExpiryDate - Date
|
Person's passport expiry date in YYYY-MM-DD format |
passportNumber - String
|
Person's passport number |
personStatus - PersonProfilePersonStatus!
|
Person's profile person status |
prevNames - [PersonProfilePrevName]!
|
Person's previous names |
residency - String!
|
Person's residency |
title - PersonTitle!
|
Person's title |
ssn - String
|
Person's ssn |
tags - [String]!
|
Person's tags |
taxCountry - String
|
Person's tax country |
taxRegion - String
|
Person's tax region |
fincenId - String
|
Person's fincen id |
Example
{
"aliases": [PersonAlias],
"notes": "abc123",
"createdDate": "2007-12-03",
"dateOfBirth": "2007-12-03",
"deceasedDate": "2007-12-03",
"designation": "xyz789",
"directorNumber": "abc123",
"driversLicense": "xyz789",
"driversLicenseExpiryDate": "2007-12-03",
"firstName": "xyz789",
"gender": "FEMALE",
"greeting": "abc123",
"inactiveDate": "2007-12-03",
"initials": "abc123",
"lastName": "xyz789",
"middleName": "xyz789",
"modifiedDate": "2007-12-03T10:15:30Z",
"fullName": "abc123",
"occupation": "xyz789",
"passportExpiryDate": "2007-12-03",
"passportNumber": "xyz789",
"personStatus": "ACTIVE",
"prevNames": [PersonProfilePrevName],
"residency": "abc123",
"title": "MISTER",
"ssn": "abc123",
"tags": ["xyz789"],
"taxCountry": "xyz789",
"taxRegion": "xyz789",
"fincenId": "xyz789"
}
PersonProfileGender
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
Example
"FEMALE"
PersonProfilePersonStatus
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
Example
"ACTIVE"
PersonProfilePrevName
PersonStatus
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
Example
"CONFIRMED"
PersonTitle
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"MISTER"
PrevName
PreviousNames
Profile
Fields
| Field Name | Description |
|---|---|
id - ID
|
Unique identifier for the participant of the profile |
name - String
|
Name of the profile |
firstName - String
|
First Name of the profile (if applicable) |
lastName - String
|
Last Name of the profile (if applicable) |
middleName - String
|
Middle Name of the profile (if applicable) |
alias - [Alias]
|
Alias name for the profile |
communications - [Communication]
|
Relevant communications for the profile: phone numbers, emails |
gender - String
|
Gender (if applicable) |
taxCountry - String
|
Tax country |
taxProvinceState - String
|
Tax province/state |
prevNames - [PrevName]
|
Name history for the profile |
type - String
|
Type of profile. |
documentFileNumber - String
|
Number of profile documents. Present only if profile is an entity. |
entityType - String
|
Type of entity of the profile. Present only if profile is an entity. |
entityNumber - String
|
Number of entity of the profile. Present only if profile is an entity. |
Example
{
"id": "4",
"name": "xyz789",
"firstName": "xyz789",
"lastName": "abc123",
"middleName": "abc123",
"alias": [Alias],
"communications": [Communication],
"gender": "xyz789",
"taxCountry": "abc123",
"taxProvinceState": "abc123",
"prevNames": [PrevName],
"type": "xyz789",
"documentFileNumber": "xyz789",
"entityType": "abc123",
"entityNumber": "xyz789"
}
Province
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"BC"
RecordCollection
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"ENTITY"
RecordStatus
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"ACTIVE"
RecordTypes
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
Example
"PERSON"
Registration
Fields
| Field Name | Description |
|---|---|
id - ID!
|
ID of the registration, this will be the same across all foreign registrations of an entity |
entityId - ID!
|
Unique ID of the entity that is associated with the registration |
uid - ID
|
Unique ID of the registration |
type - String
|
Type of the registration |
typeOther - String
|
Free form type of the registration, present when type is set to 'Other' |
status - String
|
Status of the registration |
registrationDate - String
|
Original date of the registration formatted in YYYY-MM-DD. This is also the acquired date for a Property/Land Registration |
registrationExpiry - String
|
Expiration or sold date of the registration formatted in YYYY-MM-DD |
endDate - String
|
End or cancelled date of the registration formatted in YYYY-MM-DD |
registrationLastFiledDate - Date
|
Last date the registration was filed formatted in YYYY-MM-DD |
name - String
|
Name of the registration |
bringForwardDate - String
|
Formatted in YYYY-MM-DD |
homeJurisdiction - String
|
The most granular jurisdiction assigned to the registration. Use jurisdictionRegion instead.
|
jurisdictionRegion - String
|
Region of the registration. The most granular jurisdiction assigned to the registration. |
jurisdictionCountry - String
|
Country of the registration |
jurisdictionCounty - String
|
County of the registration |
country - String
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field |
registrationNumber - String
|
Registration Number or Property ID for a Property/Land Registration |
registryId - String
|
The company's registry ID |
fileNumber - String
|
File Numbers |
applicationNumber - String
|
Application Number |
ownershipPercentage - Float
|
Ownership percentage of the registration. Only applicable on Property/Land registrations |
clientNumber - String
|
Identification number of the client the registration is associated to |
matterNumber - String
|
Identification number of the matter the registration is associated to |
instructions - [String]
|
List of enabled instructions on the registration |
responsibleOffices - [String]
|
List of enabled responsible offices on the registration |
notes - String
|
Notes associated with the registration |
entity - Entity
|
Registration entity |
affiliations - [Affiliation]
|
Registration's affiliations |
Arguments
|
|
Example
{
"id": 4,
"entityId": 4,
"uid": "4",
"type": "xyz789",
"typeOther": "abc123",
"status": "abc123",
"registrationDate": "xyz789",
"registrationExpiry": "xyz789",
"endDate": "abc123",
"registrationLastFiledDate": "2007-12-03",
"name": "xyz789",
"bringForwardDate": "abc123",
"homeJurisdiction": "abc123",
"jurisdictionRegion": "abc123",
"jurisdictionCountry": "xyz789",
"jurisdictionCounty": "xyz789",
"country": "abc123",
"region": "abc123",
"registrationNumber": "xyz789",
"registryId": "abc123",
"fileNumber": "abc123",
"applicationNumber": "abc123",
"ownershipPercentage": 987.65,
"clientNumber": "abc123",
"matterNumber": "abc123",
"instructions": ["abc123"],
"responsibleOffices": ["xyz789"],
"notes": "abc123",
"entity": Entity,
"affiliations": [Affiliation]
}
RegistrationDeleteV3Api
RegistrationDeleteV3Response
Fields
| Field Name | Description |
|---|---|
id - String!
|
The identifier for the deleted registration. |
Example
{"id": "abc123"}
RegistrationFields
Fields
| Input Field | Description |
|---|---|
id - ID!
|
Id for the registration, if only the id field is populated that indicates the Home Registration will be updated |
uid - ID
|
Uid for the registration, this be required unless you are updating the home registration |
type - [Type]
|
Type of registration |
typeOther - [Type]
|
For Type "Other" of registration, store the free form type here |
name - String
|
Name of the registration |
assumedName - Boolean
|
Does the registration use assumed name |
hasOperationAddress - Boolean
|
Does the registration has operation addres |
homeJurisdiction - String
|
The most granular jurisdiction assigned to the registration. Use jurisdictionRegion instead.
|
jurisdictionRegion - String
|
Region of the registration. The most granular jurisdiction assigned to the registration. |
jurisdictionCountry - String
|
Country of the registration |
jurisdictionCounty - String
|
County of the registration |
country - String
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field |
bringForwardDate - String
|
Corresponds to the bringForwardDate field in the response, should be YYYY-MM-DD format. The exception would be for Home Registrations which can be YYYY-MM-DD or MM-DD formats |
registrationExpiry - String
|
Corresponds to the registrationExpiry field in the response, should be YYYY-MM-DD format |
registrationLastFiledDate - Date
|
Corresponds to the registrationLastFiledDate field in the response, should be YYYY-MM-DD format |
Example
{
"id": "4",
"uid": 4,
"type": ["FOREIGN_QUALIFICATION"],
"typeOther": ["FOREIGN_QUALIFICATION"],
"name": "abc123",
"assumedName": true,
"hasOperationAddress": false,
"homeJurisdiction": "xyz789",
"jurisdictionRegion": "abc123",
"jurisdictionCountry": "abc123",
"jurisdictionCounty": "abc123",
"country": "abc123",
"region": "xyz789",
"bringForwardDate": "xyz789",
"registrationExpiry": "xyz789",
"registrationLastFiledDate": "2007-12-03"
}
RegistrationOptions
Description
Search terms that can be used to filter registrations
Fields
| Input Field | Description |
|---|---|
ids - [ID]
|
A list of IDs that filters based on the registration's id |
uids - [ID]
|
A list of UIDs that filters based on the registration's uid |
names - [String]
|
A list of strings that filters based on the registration's name |
statuses - [RegistrationStatus]
|
A list of Status enums that filters based on the registration's status |
matterNumbers - [String]
|
A list of strings that filters based on the registration's matter number |
regions - [String]
|
A list of ISO 3166-2 codes that filters based on the registration's region |
countries - [String]
|
A list of ISO 3166 Alpha-2 codes that filters based on the registrations country |
bringForwardDate - DateRange
|
A date range that filters based on the registration's bring forward date |
registrationExpiry - DateRange
|
A date range that filters based on the registration's expiry date |
registrationLastFiledDate - DateRange
|
A date range that filters based on the registration's last filed date |
type - [Type]
|
A list that filters based on the registration's type |
Example
{
"ids": ["4"],
"uids": [4],
"names": ["xyz789"],
"statuses": ["PENDING"],
"matterNumbers": ["abc123"],
"regions": ["xyz789"],
"countries": ["xyz789"],
"bringForwardDate": DateRange,
"registrationExpiry": DateRange,
"registrationLastFiledDate": DateRange,
"type": ["FOREIGN_QUALIFICATION"]
}
RegistrationStatus
Description
Possible statuses to filter by. ACTIVE, AMALGAMATED, DISCONTINUED, DISSOLVED, INACTIVE and UNKNOWN are all for "Home Registrations" where as PENDING, CONFIRMED and INACTIVE are for foreign registrations.
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"PENDING"
RegistrationUpdateV3Api
Fields
| Input Field | Description |
|---|---|
id - String!
|
The identifier for the registration being updated. If only this field is populated, the Home Registration with the provided ID will be updated. |
uid - String
|
The universally unique identifier for the registration being updated. This field is required unless you are updating the Home Registration. |
type - Type
|
Specifies the type of the registration. |
typeOther - ID
|
Input type refers to a field that should be provided when the type field is set to 'Other'. This ID is used to specify the custom type of registration. |
assumedName - Boolean
|
A Boolean flag to indicate if the registration has an assumed name. |
name - String
|
Name of the registration. |
hasOperatingAddress - Boolean
|
A Boolean flag to indicate if the registration has an operating address. |
status - StatusType
|
The current status of the registration. |
clientNumber - String
|
The client number associated with the registration. |
matterNumber - String
|
The matter number associated with the registration. |
ownershipPercentage - Float
|
The ownership percentage of the registration. |
registrationNumber - String
|
The registration number associated with the registration. |
registryId - String
|
Registry ID for the registration. |
fileNumber - String
|
File number associated with the registration. |
applicationNumber - String
|
Application number associated with the registration. |
desc - String
|
Description of the registration. |
registrationDate - Date
|
Original or acquired date (for Property/Land Registration) of the registration, formatted in YYYY-MM-DD. |
registrationExpiry - Date
|
Expiration or sold date of the registration formatted in YYYY-MM-DD |
endDate - Date
|
End or cancelled date of the registration formatted in YYYY-MM-DD |
country - String
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field |
region - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction and jurisdictionRegion field |
bringForwardDate - Date
|
Corresponds to the bringForwardDate field in the response, in YYYY-MM-DD format. |
registrationLastFiledDate - Date
|
Last date the registration was filed formatted in YYYY-MM-DD |
Example
{
"id": "xyz789",
"uid": "abc123",
"type": "FOREIGN_QUALIFICATION",
"typeOther": 4,
"assumedName": false,
"name": "xyz789",
"hasOperatingAddress": true,
"status": "PENDING",
"clientNumber": "abc123",
"matterNumber": "xyz789",
"ownershipPercentage": 123.45,
"registrationNumber": "abc123",
"registryId": "abc123",
"fileNumber": "xyz789",
"applicationNumber": "abc123",
"desc": "abc123",
"registrationDate": "2007-12-03",
"registrationExpiry": "2007-12-03",
"endDate": "2007-12-03",
"country": "xyz789",
"region": "xyz789",
"bringForwardDate": "2007-12-03",
"registrationLastFiledDate": "2007-12-03"
}
RepaymentTransaction
SHAREHOLDER_QUORUM
Values
| Enum Value | Description |
|---|---|
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Example
"MAJORITY"
STOCK_CORP
Values
| Enum Value | Description |
|---|---|
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Example
"STOCK"
SecurityKind
Values
| Enum Value | Description |
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Example
"OPTION"
SecurityType
Values
| Enum Value | Description |
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Example
"CAPITAL"
SpecialRights
Fields
| Field Name | Description |
|---|---|
noDividends - Boolean
|
Whether the shareclass has no dividends |
allowShareDividends - Boolean
|
Whether the shareclass has dividends in shares |
participating - Boolean
|
Whether the shareclass has participating rights |
restrictOnPayment - Boolean
|
Whether the shareclass has restrictions on payment |
redeemable - Boolean
|
Whether the shareclass is redeemable |
retractable - Boolean
|
Whether the shareclass is retractable |
convertible - Boolean
|
Whether the shareclass is convertible |
lien - Boolean
|
Whether the shareclass has a lien |
participatingUponDissolution - Boolean
|
Whether the shareclass has participating rights upon dissolution |
otherDesc - String
|
Description of the special rights |
Example
{
"noDividends": true,
"allowShareDividends": false,
"participating": false,
"restrictOnPayment": false,
"redeemable": true,
"retractable": false,
"convertible": false,
"lien": true,
"participatingUponDissolution": true,
"otherDesc": "xyz789"
}
StatusType
Values
| Enum Value | Description |
|---|---|
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Example
"PENDING"
String
Description
The String scalar type represents textual data, represented as UTF-8 character sequences. The String type is most often used by GraphQL to represent free-form human-readable text.
Example
"xyz789"
TAX_STATUS
Values
| Enum Value | Description |
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Example
"S_CORP"
TAX_STRUCTURE
Values
| Enum Value | Description |
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Example
"DISREGARDED"
Task
Description
A task containing task information
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique ID of the task |
name - String
|
Name/title of the task |
type - TaskType
|
Type of the task |
status - TaskStatus
|
Status of the task |
dueDate - DateTime
|
Due date of the task |
assignee - User
|
User assigned to the task |
issuer - User
|
User who issued/created the task |
priority - TaskPriority
|
Priority level of the task |
details - String
|
Detailed description of the task |
tags - [String]
|
Tags associated with the task |
entity - Entity
|
Entity associated with the task |
Example
{
"id": "4",
"name": "xyz789",
"type": "GENERAL",
"status": "NEW",
"dueDate": "2007-12-03T10:15:30Z",
"assignee": User,
"issuer": User,
"priority": "NONE",
"details": "abc123",
"tags": ["abc123"],
"entity": Entity
}
TaskPriority
Description
Priority levels for tasks
Values
| Enum Value | Description |
|---|---|
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No priority set |
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Low priority task |
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Medium priority task |
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High priority task |
Example
"NONE"
TaskStatus
Description
Task statuses from athennian-core
Values
| Enum Value | Description |
|---|---|
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Example
"NEW"
TaskType
Description
Task types from athennian-core
Values
| Enum Value | Description |
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Example
"GENERAL"
TasksQueryOptions
Transaction
Fields
| Field Name | Description |
|---|---|
certificateCode - String
|
Transaction's certificate code |
consideration - Float
|
Transaction's consideration |
currency - String
|
Transaction's currency |
currencyCode - String
|
Transaction's currency code |
description - String
|
Transaction's description |
fromCertificates - [TransactionCertificate]
|
Transaction's fromCertificates |
fromCertificatesId - [ID]
|
Transaction's fromCertificatesId |
id - ID
|
Transaction's id |
isIssuanceType - Boolean
|
Indicates if transaction is of issuance type |
isTransferType - Boolean
|
Indicates if transaction is of transfer type |
label - TransactionLabel
|
Transaction's label |
numShares - Float
|
Transaction's number of shares |
otherConsideration - String
|
Transaction's other consideration |
pricePerShare - Float
|
Transaction's price per share |
pricePerShareCurrency - String
|
Transaction's price per share currency |
pricePerShareCurrencyCode - String
|
Transaction's price per share currency code |
pricePerShareDisplay - String
|
Transaction's price per share formatted value (e.g. "$230.75") |
purchaser - ID
|
Transaction's purchaser id |
resolutionDate - Date
|
Transaction's resolution date |
kind - SecurityKind
|
Transaction's kind |
shareclassName - String
|
Transaction's shareclass' name |
shareholdingName - String
|
Transaction's shareholding's name |
status - TransactionStatus
|
Transaction's status |
toCertificates - [TransactionCertificate]
|
Transaction's "to" certificates |
toCertificatesId - [ID]
|
Transaction's "to" certificate's id |
transactionDate - Date
|
Transaction's date |
transferNumber - Int
|
Transaction's transfer number |
type - TransactionType
|
Transaction's type |
useOnRegister - String
|
This value allows for overriding transaction details in the generated document based on variable usage. |
useOnRegisterFrom - String
|
This value allows for overriding transaction details in the generated document based on variable usage. |
useOnRegisterTo - String
|
This value allows for overriding transaction details in the generated document based on variable usage. |
vendor - String
|
Transaction's vendor |
vendorShareholders - [TransactionShareholder]
|
Transaction's vendor's shareholders |
Example
{
"certificateCode": "abc123",
"consideration": 123.45,
"currency": "abc123",
"currencyCode": "abc123",
"description": "xyz789",
"fromCertificates": [TransactionCertificate],
"fromCertificatesId": ["4"],
"id": "4",
"isIssuanceType": true,
"isTransferType": true,
"label": "ISSUANCE",
"numShares": 123.45,
"otherConsideration": "xyz789",
"pricePerShare": 987.65,
"pricePerShareCurrency": "abc123",
"pricePerShareCurrencyCode": "abc123",
"pricePerShareDisplay": "xyz789",
"purchaser": 4,
"resolutionDate": "2007-12-03",
"kind": "OPTION",
"shareclassName": "abc123",
"shareholdingName": "xyz789",
"status": "CONFIRMED",
"toCertificates": [TransactionCertificate],
"toCertificatesId": ["4"],
"transactionDate": "2007-12-03",
"transferNumber": 123,
"type": "ISSUANCE",
"useOnRegister": "abc123",
"useOnRegisterFrom": "abc123",
"useOnRegisterTo": "xyz789",
"vendor": "xyz789",
"vendorShareholders": [TransactionShareholder]
}
TransactionCertificate
Fields
| Field Name | Description |
|---|---|
id - ID
|
Certificate's id |
kind - SecurityKind
|
Certificate's kind |
uncertificated - Boolean
|
Indicates if shares are uncertificated |
lienEncumbrance - Boolean
|
Indicates lien encumbrance |
certificateLegend - String
|
Certificate's legend |
note - String
|
Certificate's note |
certificateCode - String
|
Certificate's code |
certificateNumber - Float
|
Certificate's number |
certificateIndex - Int
|
Certificate's index |
Example
{
"id": "4",
"kind": "OPTION",
"uncertificated": false,
"lienEncumbrance": false,
"certificateLegend": "xyz789",
"note": "xyz789",
"certificateCode": "abc123",
"certificateNumber": 987.65,
"certificateIndex": 123
}
TransactionDateRange
Description
Date range parameters. Both sides of the range are inclusive. If only a lower bound is provided, the upper range is unbound and vice versa. Dates should be in the YYYY-MM-DD format.
Example
{
"after": "2007-12-03",
"before": "2007-12-03"
}
TransactionIssuanceType
Values
| Enum Value | Description |
|---|---|
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Example
"ISSUANCE"
TransactionLabel
Values
| Enum Value | Description |
|---|---|
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Example
"ISSUANCE"
TransactionStatus
Values
| Enum Value | Description |
|---|---|
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Example
"CONFIRMED"
TransactionType
Values
| Enum Value | Description |
|---|---|
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Example
"ISSUANCE"
TransactionsQueryOptions
Fields
| Input Field | Description |
|---|---|
shareclassIds - [ID]
|
Shareclass' ids the transactions are associated with. Provide if the other parameters aren't specified |
entityIds - [ID]
|
Entities' ids the transactions are associated with. Provide if the other parameters aren't specified |
shareholdingIds - [ID]
|
Shareholdings' ids the transactions are associated with. Provide if the other parameters aren't specified |
transactionIds - [ID]
|
Transactions' ids. Provide if the other parameters aren't specified |
transactionDate - TransactionDateRange
|
A date range that filters based on the transactions' transactionDate |
limit - Int
|
Number of transactions returned. Maximum allowed value is 100. Defaults to 10 if not provided |
skip - Int
|
Number of transactions skipped. Defaults to 0 if not provided |
Example
{
"shareclassIds": ["4"],
"entityIds": [4],
"shareholdingIds": [4],
"transactionIds": [4],
"transactionDate": TransactionDateRange,
"limit": 123,
"skip": 123
}
TransactionsQueryResult
Fields
| Field Name | Description |
|---|---|
totalCount - Int!
|
Total count of transactions available to the user that satisfy the query parameters |
items - [Transaction]!
|
List of transactions available to the user |
Example
{"totalCount": 123, "items": [Transaction]}
TransferRestrictions
Fields
| Field Name | Description |
|---|---|
tagAlong - Boolean
|
Whether the shareclass has tag along rights |
dragAlong - Boolean
|
Whether the shareclass has drag along rights |
rightOfFirstRefusal - Boolean
|
Whether the shareclass has right of first refusal |
vesting - Boolean
|
Whether the shareclass has vesting rights |
otherDesc - String
|
Description of the transfer restrictions |
Example
{
"tagAlong": true,
"dragAlong": false,
"rightOfFirstRefusal": false,
"vesting": false,
"otherDesc": "abc123"
}
Type
Values
| Enum Value | Description |
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Example
"FOREIGN_QUALIFICATION"
UUID
Example
"e7d83fb0-c384-4ebc-a73f-329fd6c98f6d"
UpdateAddressCommunication
Description
Email and phone values that are associated with the particular item
Fields
| Input Field | Description |
|---|---|
label - AddressCommunicationLabel!
|
Type of the communication (email, phone, etc..) |
labelOther - String
|
Custom label if label chosen as 'Other' |
value - String!
|
Value of the communication |
description - String
|
Description of the communication |
Example
{
"label": "CELL_PHONE",
"labelOther": "xyz789",
"value": "abc123",
"description": "abc123"
}
UpdateAddressComponent
Description
Address components, made up of different categories of address fields (street, street no, apartment no, etc....)
Fields
| Input Field | Description |
|---|---|
name - AddressComponentName!
|
Street address name (street, street no, etc...) |
value - String!
|
Street address value |
Example
{"name": "ATTENTION", "value": "xyz789"}
UpdateAddressCustomFieldOptions
UpdateAddressCustomFieldResponse
UpdateAddressOptions
Description
Update address params
Fields
| Input Field | Description |
|---|---|
containerId - ID!
|
Id of the address container |
id - UUID!
|
Id of the address |
locationType - AddressLocationType
|
Location/address type |
customLocationTypeId - String
|
Custom location/address type ID |
status - AddressStatus
|
Status of the address |
country - String
|
Country of the address |
provinceState - String
|
Province or state of the address |
city - String
|
City of the address |
postalZip - String
|
Postal / zip of the address |
components - [UpdateAddressComponent]
|
Array of address street values (street, street no, apartment no, etc...) |
communications - [UpdateAddressCommunication]
|
Communications relevant to the address |
notes - String
|
Address notes |
effectiveDate - Date
|
Address effective date |
endDate - Date
|
Address end date |
Example
{
"containerId": 4,
"id": "e7d83fb0-c384-4ebc-a73f-329fd6c98f6d",
"locationType": "BUSINESS",
"customLocationTypeId": "abc123",
"status": "INACTIVE",
"country": "abc123",
"provinceState": "xyz789",
"city": "xyz789",
"postalZip": "abc123",
"components": [UpdateAddressComponent],
"communications": [UpdateAddressCommunication],
"notes": "xyz789",
"effectiveDate": "2007-12-03",
"endDate": "2007-12-03"
}
UpdateAddressResponse
UpdateAffiliationOptions
Description
Update affiliation params
Fields
| Input Field | Description |
|---|---|
affiliationId - ID!
|
ID of the affiliation |
staticTitle - AffiliationStaticTitle
|
Static title of the affiliation (Refers to 'Role' on the frontend UI) |
customTitleId - ID
|
ID of a custom title of the affiliation if it exist. If 'staticTitle' = Other, required field. If != Other, not allowed |
note - String
|
Note of the affiliation |
inactiveReason - AffiliationInactiveReason
|
Reason why principal was inactivated. Should be filled the 'endDate' field |
interestDesc - String
|
Interest description of the affiliation. Optional text field for 'Ultimate Beneficial Owners' |
startDate - Date
|
Start date of the affiliation in format "YYYY-MM-DD" |
endDate - Date
|
End date of the affiliation in format "YYYY-MM-DD" |
addresses - AffiliationAddressOption
|
Address ids associated with the affiliation |
Example
{
"affiliationId": "4",
"staticTitle": "REGISTERED_OFFICE",
"customTitleId": 4,
"note": "abc123",
"inactiveReason": "REMOVED",
"interestDesc": "abc123",
"startDate": "2007-12-03",
"endDate": "2007-12-03",
"addresses": AffiliationAddressOption
}
UpdateDocumentOptions
Example
{
"contractId": "4",
"fileName": "xyz789",
"effectiveDate": "2007-12-03",
"notes": "abc123",
"description": "xyz789"
}
UpdateIssuanceTransactionOptions
Fields
| Input Field | Description |
|---|---|
transactionId - ID!
|
Transaction's id |
status - TransactionStatus
|
Transaction's status |
transactionType - TransactionIssuanceType
|
Transaction's type |
otherConsideration - String
|
Transaction's other consideration |
useOnRegister - String
|
|
useOnRegisterFrom - String
|
|
useOnRegisterTo - String
|
Example
{
"transactionId": "4",
"status": "CONFIRMED",
"transactionType": "ISSUANCE",
"otherConsideration": "xyz789",
"useOnRegister": "abc123",
"useOnRegisterFrom": "abc123",
"useOnRegisterTo": "xyz789"
}
UpdateIssuanceTransactionResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Transaction's id |
Example
{"id": "4"}
UpdatePersonCommunication
Fields
| Input Field | Description |
|---|---|
description - String
|
Person's communication description |
label - PersonCommunicationLabel!
|
Person's communication label |
labelOther - String
|
Custom label if label chosen as 'Other' |
ranking - UpdatePersonCommunicationRanking
|
Person's communication ranking |
value - String!
|
Person's communication value |
Example
{
"description": "xyz789",
"label": "BUSINESS_EMAIL",
"labelOther": "xyz789",
"ranking": UpdatePersonCommunicationRanking,
"value": "xyz789"
}
UpdatePersonCommunicationRanking
UpdatePersonNameOptions
Fields
| Input Field | Description |
|---|---|
id - ID!
|
Id of the person |
firstName - String
|
First name of the person |
lastName - String
|
Last name of the person |
middleName - String
|
Middle name of the person |
isAdminEdit - Boolean!
|
If set to true, a new entry won't be added to the person's prevNames array. |
effectiveDate - Date
|
Effective date of the name change |
Example
{
"id": "4",
"firstName": "xyz789",
"lastName": "xyz789",
"middleName": "abc123",
"isAdminEdit": true,
"effectiveDate": "2007-12-03"
}
UpdatePersonNameResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Id of the updated person |
Example
{"id": "4"}
UpdatePersonOptions
Description
Update person params
Fields
| Input Field | Description |
|---|---|
id - ID!
|
Person's id |
communications - [UpdatePersonCommunication]
|
Person's communications |
profile - UpdatePersonProfile
|
Person's profile |
status - PersonStatus
|
Person's status |
customFields - [CustomFieldInput!]
|
Person custom fields |
Example
{
"id": "4",
"communications": [UpdatePersonCommunication],
"profile": UpdatePersonProfile,
"status": "CONFIRMED",
"customFields": [CustomFieldInput]
}
UpdatePersonProfile
Fields
| Input Field | Description |
|---|---|
aliases - [UpdatePersonProfileAlias]
|
Person's aliases |
notes - String
|
Person's notes |
dateOfBirth - Date
|
Person's date of birth in YYYY-MM-DD format |
deceasedDate - Date
|
Person's deceased date in YYYY-MM-DD format |
designation - String
|
Person's designation |
directorNumber - String
|
Person's director number |
driversLicense - String
|
Person's drivers license |
driversLicenseExpiryDate - Date
|
Person's drivers license expiry date in YYYY-MM-DD format |
gender - PersonProfileGender
|
Person's gender |
greeting - String
|
Person's greeting |
inactiveDate - Date
|
Person's inactive date in YYYY-MM-DD format |
initials - String
|
Person's initials |
occupation - String
|
Person's occupation |
passportExpiryDate - Date
|
Person's passport expiry date in YYYY-MM-DD format |
passportNumber - String
|
Person's passport number |
personStatus - PersonProfilePersonStatus
|
Person's profile person status |
residency - String
|
Person's residency |
title - PersonTitle
|
Person's title |
ssn - String
|
Person's ssn |
tags - [String]
|
Person's tags |
taxCountry - String
|
ISO 3166 Alpha-2 code for country. Corresponds to jurisdictionCountry field. |
taxRegion - String
|
ISO 3166-2 code for subdivisions. Corresponds to homeJurisdiction. |
fincenId - String
|
Person's fincen id |
Example
{
"aliases": [UpdatePersonProfileAlias],
"notes": "xyz789",
"dateOfBirth": "2007-12-03",
"deceasedDate": "2007-12-03",
"designation": "abc123",
"directorNumber": "abc123",
"driversLicense": "xyz789",
"driversLicenseExpiryDate": "2007-12-03",
"gender": "FEMALE",
"greeting": "abc123",
"inactiveDate": "2007-12-03",
"initials": "abc123",
"occupation": "abc123",
"passportExpiryDate": "2007-12-03",
"passportNumber": "xyz789",
"personStatus": "ACTIVE",
"residency": "xyz789",
"title": "MISTER",
"ssn": "xyz789",
"tags": ["xyz789"],
"taxCountry": "abc123",
"taxRegion": "xyz789",
"fincenId": "abc123"
}
UpdatePersonProfileAlias
UpdatePersonResponse
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Updated person's id |
Example
{"id": 4}
UpdatedDocument
UpdatedEntityName
Fields
| Field Name | Description |
|---|---|
id - String
|
Example
{"id": "abc123"}
User
Description
A user in the system
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique ID of the user |
username - String!
|
Username |
systemRoleName - String
|
System role name of the user |
hasPiiAccess - Boolean
|
PII access permission |
hasAiAccess - Boolean
|
AI access permission |
createdDate - DateTime
|
Created date |
createdBy - User
|
Created by |
firstName - String
|
First name of the user |
lastName - String
|
Last name of the user |
archivedDate - DateTime
|
Archive date |
archivedBy - User
|
Archived by |
companyName - String
|
Company name |
companyType - String
|
Company type |
companyPhone - String
|
Company phone |
notificationEmail - String
|
Notification email |
employeeNumber - String
|
Employee number |
department - String
|
Department |
lastLogin - DateTime
|
Last login |
userGroupMemberships - [UserGroupMembership]
|
User groups that this user belongs to |
Arguments
|
|
accessGroupMemberships - [AccessGroupMembership]
|
Access groups that this user has access to |
Arguments
|
|
Example
{
"id": "4",
"username": "abc123",
"systemRoleName": "abc123",
"hasPiiAccess": true,
"hasAiAccess": false,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"firstName": "abc123",
"lastName": "xyz789",
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User,
"companyName": "xyz789",
"companyType": "xyz789",
"companyPhone": "xyz789",
"notificationEmail": "abc123",
"employeeNumber": "xyz789",
"department": "xyz789",
"lastLogin": "2007-12-03T10:15:30Z",
"userGroupMemberships": [UserGroupMembership],
"accessGroupMemberships": [AccessGroupMembership]
}
UserGroup
Description
A user group containing multiple users
Fields
| Field Name | Description |
|---|---|
id - ID!
|
Unique ID of the user group |
name - String
|
Name of the user group |
memberCount - Int
|
Number of members in the user group |
createdDate - DateTime
|
Date when the user group was created |
createdBy - User
|
User who created the user group |
archivedDate - DateTime
|
Date when the user group was archived |
archivedBy - User
|
User who archived the user group |
Example
{
"id": 4,
"name": "abc123",
"memberCount": 987,
"createdDate": "2007-12-03T10:15:30Z",
"createdBy": User,
"archivedDate": "2007-12-03T10:15:30Z",
"archivedBy": User
}
UserGroupMembership
Description
A user group membership (for nested queries in User type)
Fields
| Field Name | Description |
|---|---|
userGroup - UserGroup
|
The user group this membership belongs to |
dateAdded - DateTime
|
Date when the user was added to the group |
addedBy - User
|
User who added this user to the group |
dateRemoved - DateTime
|
Date when the user was removed from the group |
removedBy - User
|
User who removed this user from the group |
status - GroupStatus
|
Status of the membership (ACTIVE, INACTIVE) |
Example
{
"userGroup": UserGroup,
"dateAdded": "2007-12-03T10:15:30Z",
"addedBy": User,
"dateRemoved": "2007-12-03T10:15:30Z",
"removedBy": User,
"status": "ACTIVE"
}
UserGroupMembershipsQueryOptions
Description
Options for querying user group memberships (for nested queries)
Fields
| Input Field | Description |
|---|---|
limit - Int
|
Number of memberships to return |
skip - Int
|
Number of memberships to skip |
dateAdded - DateRange
|
Date range for when the user was added to the group |
dateRemoved - DateRange
|
Date range for when the user was removed from the group |
status - [GroupStatus]
|
Filter by membership status (active, inactive) |
Example
{
"limit": 123,
"skip": 123,
"dateAdded": DateRange,
"dateRemoved": DateRange,
"status": ["ACTIVE"]
}
UserGroupsQueryOptions
Description
Options for querying user groups
Fields
| Input Field | Description |
|---|---|
limit - Int
|
Number of user groups to return |
skip - Int
|
Number of user groups to skip |
createdDate - DateRange
|
Filter by created date range |
archivedDate - DateRange
|
Filter by archived date range |
status - [GroupStatus]
|
Filter by status |
name - String
|
Search value for filtering user groups (searches name) |
Example
{
"limit": 987,
"skip": 987,
"createdDate": DateRange,
"archivedDate": DateRange,
"status": ["ACTIVE"],
"name": "xyz789"
}
UserQueryOptions
Description
Options for querying users
Fields
| Input Field | Description |
|---|---|
limit - Int
|
Maximum number of users to return |
skip - Int
|
Number of users to skip |
systemRoleName - [String]
|
Filter by system role name |
createdDate - DateRange
|
Filter by created date range |
archivedDate - DateRange
|
Filter by archived date range |
status - [GroupStatus]
|
Filter by status (ACTIVE, INACTIVE) |
name - String
|
Search value for filtering users (searches first name, last name, and email) |
hasAiAccess - Boolean
|
Filter by AI access permission |
hasPiiAccess - Boolean
|
Filter by PII access permission |
Example
{
"limit": 123,
"skip": 123,
"systemRoleName": ["abc123"],
"createdDate": DateRange,
"archivedDate": DateRange,
"status": ["ACTIVE"],
"name": "abc123",
"hasAiAccess": true,
"hasPiiAccess": true
}
Workflow
Values
| Enum Value | Description |
|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Example
"ANNUAL_REPORT"
YearScalar
Example
YearScalar
affiliationOptions
Description
Search terms that can be used to filter affiliations
Fields
| Input Field | Description |
|---|---|
name - String
|
Name of the affiliations Use search instead.
|
search - String
|
Search option for affiliation fields |
ids - [ID]
|
Array of unique IDs of the affiliation |
computedStatuses - [String]
|
Array of statuses for the affiliation ['active', 'inactive'] |
registrationUID - String
|
Registration uid for the affiliation |
roles - [AffiliationRoleName]
|
Array of role names to filter affiliations by |
limit - Int
|
How many affiliations should be shown. Maximum is 100. By default is 10 |
skip - Int
|
Hou many affiliations should be skipped in result |
sortDirection - AffiliationSortDirection
|
Sorting direction: Ascending or Descending |
sortField - AffiliationSortField
|
What field should be sorted by |
Example
{
"name": "xyz789",
"search": "xyz789",
"ids": [4],
"computedStatuses": ["xyz789"],
"registrationUID": "abc123",
"roles": ["SHARED_ADDRESS"],
"limit": 123,
"skip": 123,
"sortDirection": "ASC",
"sortField": "TARGET_NAME"
}
affiliationOptionsForNestedAffiliations
Description
Search terms that can be used to filter affiliations in nested queries (e.g. in Entity, Person or Registration)
Fields
| Input Field | Description |
|---|---|
name - String
|
Name of the affiliations Use search instead.
|
search - String
|
Search option for affiliation fields |
ids - [ID]
|
Array of unique IDs of the affiliation |
computedStatuses - [String]
|
Array of statuses for the affiliation ['active', 'inactive'] |
registrationUID - String
|
Registration uid for the affiliation |
roles - [AffiliationRoleName]
|
Array of role names to filter affiliations by |
Example
{
"name": "xyz789",
"search": "xyz789",
"ids": [4],
"computedStatuses": ["abc123"],
"registrationUID": "xyz789",
"roles": ["SHARED_ADDRESS"]
}
efileOptions
Fields
| Input Field | Description |
|---|---|
createdDate - EFileDateRange
|
|
province - Province
|
|
workflow - Workflow
|
Example
{
"createdDate": EFileDateRange,
"province": "BC",
"workflow": "ANNUAL_REPORT"
}
entityQueryOptions
Description
Search terms that can be used to filter queried entities
Fields
| Input Field | Description |
|---|---|
name - String
|
Name of the entity |
id - String
|
Unique ID of the entity. Ignored if ids is provided. Use ids instead, including for a single entity.
|
ids - [ID!]
|
List of unique IDs of entities to retrieve |
status - ENTITY_STATUS
|
Status of the entity |
entityType - ENTITY_TYPE
|
Type of the entity |
entitySubType - ENTITY_SUB_TYPE
|
Subtype of the entity |
customEntitySubtypeIDs - [String!]
|
Custom entity subtype IDs of the entity |
accessGroupsIds - [ID!]
|
Return entities that belong to the specified access groups |
limit - Int
|
|
skip - Int
|
Example
{
"name": "xyz789",
"id": "xyz789",
"ids": ["4"],
"status": "PENDING",
"entityType": "ASSOCIATION",
"entitySubType": "ACCOUNTING_FIRM",
"customEntitySubtypeIDs": ["abc123"],
"accessGroupsIds": [4],
"limit": 987,
"skip": 123
}